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Financial ADVSR advisor directory · SEC adviser records

Edelman Financial Engines financial advisors in Florida

Every SEC-registered investment adviser representative at a Edelman Financial Engines office in Florida, by city and A to Z.

40 registered advisors work at Edelman Financial Engines in Florida, out of 650 nationwide; it's the firm's number 5 state by advisors, and the most are in Tampa (7). 10 list the CFP designation and 0 are also registered broker representatives.

Edelman Financial Engines advisors by city in Florida

Every firm in Florida →

Tampa 7Boca Raton 6Orlando 3Coral Gables 2Jacksonville 2St Petersburg 2St. Petersburg 2Dania Beach 1Daytona Beach Shores 1Gainesville 1Jensen Beach 1Land O Lakes 1Lutz 1Madeira Beach 1Melbourne 1Miami Gardens 1Palm Beach Gardens 1Pensacola 1Plantation 1Plantation, 1Range Park 1Tampa, Fl 3360 1Wesley Chapel 1

Edelman Financial Engines advisors in Florida, A to Z

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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 43Massachusetts 34Washington 33New York 30Colorado 26Ohio 23Michigan 22Illinois 20Pennsylvania 18Maryland 17New Jersey 14Kansas 13Georgia 12North Carolina 12Missouri 11Wisconsin 11Kentucky 9Indiana 8Nevada 6Tennessee 6Alabama 4Connecticut 4Iowa 4Nebraska 4New Hampshire 4Oklahoma 4Oregon 4Rhode Island 4South Carolina 4Louisiana 3

Questions

How many Edelman Financial Engines financial advisors are in Florida?

40 investment adviser representatives are registered at Edelman Financial Engines offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 650 at the firm nationwide. 10 list the CFP designation and 0 are also registered as broker representatives.

Where in Florida does Edelman Financial Engines have the most advisors?

Tampa, with 7, then Boca Raton (6). Edelman Financial Engines has advisors in 23 cities in Florida.

How do I check a Edelman Financial Engines advisor in Florida?

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.