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Edelman Financial Engines financial advisors in Massachusetts
Every SEC-registered investment adviser representative at a Edelman Financial Engines office in Massachusetts, by city and A to Z.
The short answer
36 registered advisors work at Edelman Financial Engines in Massachusetts, out of 650 nationwide; it's the firm's number 6 state by advisors, and the most are in Boston (8). 13 list the CFP designation and 0 are also registered broker representatives.
Edelman Financial Engines advisors by city in Massachusetts
Every firm in Massachusetts →Boston 8Burlington 6Norwood 6Quincy 4Burlington, Town Of 2Town Of Burlington 2East Longmeadow 1Franklin 1Methuen 1Salem 1Wellesley, Ma 1Whitman 1
Edelman Financial Engines advisors in Massachusetts, A to Z
Search by name →- Jaime E. AcklesBoston
- Jason Alvarez De SotomayorBurlington · Certified Financial Planner
- Brian D. AmperBurlington · Certified Financial Planner
- Joshua J. AndreasenBurlington · Certified Financial Planner
- Robert J. Andreola Jr.Norwood · Certified Financial Planner
- Carl A. Annese IIIBurlington, Town Of
- Nathan J. BaldwinQuincy · Chartered Financial Analyst
- Debra A. BurnsQuincy
- Brian P. CallahanBurlington, Town Of · Certified Financial Planner
- Stephen A. CraneBoston
- Andrew T. DiciaccioBoston
- Kurt L. FauerbachBoston
- Stephen B. FreedmanBurlington · Certified Financial Planner
- Noah C. FrenchNorwood
- Kyle N. GauthierWestford · Certified Financial Planner
- Kristine E. GiovannelliNorwood
- Gabriel J. GoodhopeNorwood · Certified Financial Planner, Chartered Financial Consultant
- Eric E. HansenBoston
- Elliot B. HermanQuincy · Certified Financial Planner
- William D. KindleTown Of Burlington
- Joseph A. LazazzeroBoston
- Jack I. LondonWellesley, Ma · Chartered Financial Consultant
- William L. MacneilBelmont
- Stephanie A. ManchonQuincy
- Ryan McConnellFranklin
- Mary M. McGrailNorwood
- Jonathan M. MerriganBurlington · Certified Financial Planner
- Steven M. MurrayWhitman
- Fearghal O'RiainNorwood · Certified Financial Planner
- Francis A. PetrangeloEast Longmeadow · Certified Financial Planner, Chartered Financial Analyst
- James J. ReaganMethuen
- Kelly M. RobertieSalem
- Jared A. RubinBurlington · Certified Financial Planner
- James B. ScannellNorwood
- William E. ToomeyTown Of Burlington
- Leonardo T. VieraBurlington, Town Of
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Edelman Financial Engines in other states
Virginia 88Arizona 59California 48Texas 43Florida 40Washington 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 Massachusetts?
36 investment adviser representatives are registered at Edelman Financial Engines offices in Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 650 at the firm nationwide. 13 list the CFP designation and 0 are also registered as broker representatives.
Where in Massachusetts does Edelman Financial Engines have the most advisors?
Boston, with 8, then Burlington (6). Edelman Financial Engines has advisors in 12 cities in Massachusetts.
How do I check a Edelman Financial Engines advisor in Massachusetts?
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.