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Financial ADVSR advisor directory · SEC adviser records

Edelman Financial Engines financial advisors in Rhode Island

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

The short answer

4 registered advisors work at Edelman Financial Engines in Rhode Island, out of 650 nationwide; it's the firm's number 32 state by advisors, and the most are in Providence (3). 0 list the CFP designation and 0 are also registered broker representatives.

Edelman Financial Engines advisors by city in Rhode Island

Every firm in Rhode Island →

Providence 3Forestdale 1

Edelman Financial Engines advisors in Rhode Island, 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 43Florida 40Massachusetts 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 4South Carolina 4Louisiana 3

Questions

How many Edelman Financial Engines financial advisors are in Rhode Island?

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

Where in Rhode Island does Edelman Financial Engines have the most advisors?

Providence, with 3, then Forestdale (1). Edelman Financial Engines has advisors in 2 cities in Rhode Island.

How do I check a Edelman Financial Engines advisor in Rhode Island?

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.