Financial ADVSR advisor directory · SEC adviser records
Edelman Financial Engines financial advisors in Maryland
Every SEC-registered investment adviser representative at a Edelman Financial Engines office in Maryland, by city and A to Z.
The short answer
18 registered advisors work at Edelman Financial Engines in Maryland, out of 650 nationwide; it's the firm's number 14 state by advisors, and the most are in Ellicott City (5). 5 list the CFP designation and 0 are also registered broker representatives.
Edelman Financial Engines advisors by city in Maryland
Every firm in Maryland →Ellicott City 5Bethesda 3Silver Spring 2Towson 2Annapolis 1Germantown 1Hyattsville 1Olney 1Severna Park 1
Edelman Financial Engines advisors in Maryland, A to Z
Search by name →- Mikah L. CalpHyattsville
- Thomas J. ColantunoTowson
- Andrew N. CoyneAnnapolis
- Surendra V. DaveBethesda · Certified Financial Planner
- Corinne E. DoreyBethesda
- Seth A. GusmanEllicott City
- Bradley H. HartzelEllicott City · Certified Financial Planner
- Joanne JaegerSilver Spring
- Jerome B. LiebsteinBethesda · Certified Financial Planner, Chartered Financial Consultant
- Lavonne N. PattersonOlney
- Ryan C. PoirierBethesda · Certified Financial Planner
- Joseph RaskauskasSeverna Park
- Michael RodriguezGermantown
- Peter J. RosenfelderSilver Spring
- Jonathan M. SaxonTowson
- Gregory P. SherwellEllicott City
- Robert A. WheedletonEllicott City
- Ashley S. ZephirTowson · Certified Financial Planner
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 18New 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 Maryland?
18 investment adviser representatives are registered at Edelman Financial Engines offices in Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 650 at the firm nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Where in Maryland does Edelman Financial Engines have the most advisors?
Ellicott City, with 5, then Bethesda (3). Edelman Financial Engines has advisors in 9 cities in Maryland.
How do I check a Edelman Financial Engines advisor in Maryland?
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.