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Edelman Financial Engines financial advisors in Connecticut
Every SEC-registered investment adviser representative at a Edelman Financial Engines office in Connecticut, by city and A to Z.
The short answer
4 registered advisors work at Edelman Financial Engines in Connecticut, out of 650 nationwide; it's the firm's number 26 state by advisors, and the most are in Farmington (1). 1 list the CFP designation and 0 are also registered broker representatives.
Edelman Financial Engines advisors by city in Connecticut
Every firm in Connecticut →Edelman Financial Engines advisors in Connecticut, A to Z
Search by name →- Christian E. ForsythFarmington · Certified Financial Planner
- Michael LierschRiverside
- William W. LohreySouth Windsor
- Erin M. SmithOakville
Edelman Financial Engines advisors in every state →Edelman Financial Engines: assets, clients and custodians →Edelman news and advisor moves →Advisor Moves: who changed firms this week →
Edelman Financial Engines in other states
Virginia 88Arizona 59California 48Texas 43Florida 40Massachusetts 34Washington 33New York 30Colorado 26Ohio 23Michigan 22Illinois 20Pennsylvania 18Maryland 17New Jersey 14Kansas 13Georgia 12North Carolina 12Missouri 11Wisconsin 11Kentucky 9Indiana 8Nevada 6Tennessee 6Alabama 4Iowa 4Nebraska 4New Hampshire 4Oklahoma 4Oregon 4Rhode Island 4South Carolina 4Louisiana 3
Questions
How many Edelman Financial Engines financial advisors are in Connecticut?
4 investment adviser representatives are registered at Edelman Financial Engines offices in Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 650 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Where in Connecticut does Edelman Financial Engines have the most advisors?
Farmington, with 1, then Oakville (1). Edelman Financial Engines has advisors in 4 cities in Connecticut.
How do I check a Edelman Financial Engines advisor in Connecticut?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Edelman Financial Engines office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.