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President and Chief Executive Officer · Edelman Financial Engines

Ralph E. Haberli

CRD 5573096 · Named on Form ADV at one SEC-registered adviser

At a glance

Edelman Financial Engines, an SEC-registered wealth manager based in Santa Clara, CA with $326.3 billion in regulatory assets, lists Ralph E. Haberli on its Form ADV as President and Chief Executive Officer, a control person.

Firms and roles

  • Edelman Financial EnginesPresident and Chief Executive OfficerWealth manager · Santa Clara, CA · $326B in regulatory assets

AtlasMembers

Ralph’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

  • Neil GilfedderExecutive Vice President, Chief Investment Officer, Edelman Financial Engines
  • Michael LierschExecutive Vice President, Chief Planning Officer, Edelman Financial Engines
  • Lewis E. AntoneEVP, Chief Legal and Risk Officer, Edelman Financial Engines
  • Steven M. GavenExecutive Vice President, Chief Financial Officer, Edelman Financial Engines
  • Elizabeth A. HansenVice President, Chief Compliance Officer, Edelman Financial Engines

1 more person named with Ralph on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ralph’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.