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Financial ADVSR advisor directory · SEC adviser records

Edelman Financial Engines financial advisors in Tampa, FL

Every SEC-registered investment adviser representative at a Edelman Financial Engines office in Tampa, A to Z.

The short answer

6 registered advisors work at Edelman Financial Engines in Tampa, out of 650 at the firm nationwide; it ranks number 62 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Edelman Financial Engines advisors in Tampa, A to Z

Every Edelman Financial Engines advisor →

Edelman Financial Engines advisors in every city and state →Edelman Financial Engines: assets, clients and custodians →Edelman news and advisor moves →Edelman Financial Engines payout grid vs. other firms →Advisor Moves: who changed firms this week →

Edelman Financial Engines advisors in other cities

Fairfax, VA 65Phoenix, AZ 45Dallas, TX 15Lynnwood, WA 10Boston, MA 8Denver, CO 8Overland Park, KS 8Oakbrook Terrace, IL 7Roseville, CA 7Austin, TX 6Boca Raton, FL 6Burlington, MA 6Columbus, OH 6Federal Way, WA 6Houston, TX 6

Other firms in Tampa

All Tampa advisors →

Fisher Investments 374Morgan Stanley 297J. W. Cole Advisors, Inc. 228Concurrent Investment Advisors, LLC 125Merrill Lynch, Pierce, Fenner & Smith Incorporated 107LPL Financial LLC 89Independent Financial Partners 82Florida Financial Advisors, LLC 78J.P. Morgan Securities LLC 70Ameriprise Financial Services, LLC 63Wells Fargo Clearing Services, LLC 60Calton & Associates, Inc. 56

Questions

How many financial advisors does Edelman Financial Engines have in Tampa?

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

Is Edelman Financial Engines one of the largest advisor employers in Tampa?

Edelman Financial Engines ranks number 62 in Tampa by registered advisors; Fisher Investments has the most, with 374.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.