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Financial ADVSR advisor directory · SEC adviser records

Edelman Financial Engines financial advisors in Providence, RI

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

3 registered advisors work at Edelman Financial Engines in Providence, out of 683 at the firm nationwide; it ranks number 26 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Edelman Financial Engines advisors in Providence, 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 58Phoenix, AZ 41Dallas, TX 12Lynnwood, WA 10Denver, CO 9Houston, TX 8Austin, TX 7Burlington, MA 7Norwood, MA 7Oakbrook Terrace, IL 7Overland Park, KS 7Roseville, CA 7Bellevue, WA 6Boca Raton, FL 6Boston, MA 6

Other firms in Providence

All Providence advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 105Strategic Advisers LLC 63Morgan Stanley 59UBS Financial Services Inc. 23RBC Capital Markets, LLC 17Parsons Capital Management Inc. 11Tiaa-Cref Individual & Institutional Services, LLC 10Ameriprise Financial Services, LLC 9Brown, Lisle/Cummings, Inc. 8Charles Schwab & Co., Inc. 8Wells Fargo Clearing Services, LLC 8Commonwealth Financial Network 6

Questions

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

3 investment adviser representatives are registered at Edelman Financial Engines offices in Providence, Rhode Island, according to the SEC's Investment Adviser Public Disclosure records, out of 683 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 Providence?

Edelman Financial Engines ranks number 26 in Providence by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 105.

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

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.