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Financial ADVSR advisor directory · SEC adviser records

Edelman Financial Engines financial advisors in Staten Island, NY

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

The short answer

3 registered advisors work at Edelman Financial Engines in Staten Island, out of 650 at the firm nationwide; it ranks number 14 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Edelman Financial Engines advisors in Staten Island, 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 7Tampa, FL 7Austin, TX 6Boca Raton, FL 6Burlington, MA 6Columbus, OH 6Federal Way, WA 6

Other firms in Staten Island

All Staten Island advisors →

Cetera Investment Advisers LLC 33LPL Financial LLC 25J.P. Morgan Securities LLC 23Merrill Lynch, Pierce, Fenner & Smith Incorporated 21Chelsea Advisory Services, Inc. 14Ameriprise Financial Services, LLC 12Citigroup Global Markets Inc. 12MML Investors Services, LLC 8Strategic Advisers LLC 8Wells Fargo Advisors Financial Network, LLC 6Santander Securities LLC 5Cambridge Investment Research Advisors, Inc. 4

Questions

How many financial advisors does Edelman Financial Engines have in Staten Island?

3 investment adviser representatives are registered at Edelman Financial Engines offices in Staten Island, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 650 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

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

Edelman Financial Engines ranks number 14 in Staten Island by registered advisors; Cetera Investment Advisers LLC has the most, with 33.

How do I check a Edelman Financial Engines advisor in Staten 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. Weighing a move? Compare payouts by firm or value a recruiting offer.