Financial ADVSR advisor directory · SEC adviser records
Edelman Financial Engines financial advisors in Houston, TX
Every SEC-registered investment adviser representative at a Edelman Financial Engines office in Houston, A to Z.
The short answer
7 registered advisors work at Edelman Financial Engines in Houston, out of 650 at the firm nationwide; it ranks number 111 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Edelman Financial Engines advisors in Houston, A to Z
Every Edelman Financial Engines advisor →- Masi MottInvestment adviser rep
- Brian P. MuellerCertified Financial Planner
- Alex B. ShurinCertified Financial Planner, Chartered Financial Consultant
- Kalikolehua M. VeisehInvestment adviser rep
- Hayley M. WilliamsInvestment adviser rep
- James E. Williams-WillisInvestment adviser rep
- Hongjie ZhengInvestment adviser rep
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 Houston
All Houston advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 364Morgan Stanley 304J.P. Morgan Securities LLC 301Valic Financial Advisors, Inc. 213UBS Financial Services Inc. 186Wells Fargo Clearing Services, LLC 161Strategic Advisers LLC 141Ameriprise Financial Services, LLC 136LPL Financial LLC 128Raymond James & Associates, Inc. 86Cetera Investment Advisers LLC 76Pfs Investments Inc. 76
Questions
How many financial advisors does Edelman Financial Engines have in Houston?
7 investment adviser representatives are registered at Edelman Financial Engines offices in Houston, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 650 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Edelman Financial Engines one of the largest advisor employers in Houston?
Edelman Financial Engines ranks number 111 in Houston by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 364.
How do I check a Edelman Financial Engines advisor in Houston?
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.