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Overview

Services

Advisor Services

  • Financial Planning
    • -Retirement Planning

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Ef Legacy Securities, LLC 3 years, 4 months May 2015 - Present
Edelman Financial Advisors LLC 2 years Aug 2007 - Aug 2009
Sanders Morris Harris Inc. 10 years, 7 months Sep 2005 - Apr 2016
Edelman Financial Services, Inc. 29 years, 10 months Dec 1988 - Present
Are You
Fredric Mark Edelman?
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Designations & Memberships

Membership information not available

Articles and Answers

Insights by Fredric Edelman

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    2
  • as of date
    Apr 26, 2016
FINRA
FINRA
  • license status
    Registered
  • disclosures
    2
  • as of date
    Apr 27, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Edelman Financial Services, LLC

Last updated on March 31, 2017
    • $17.8B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 77K
      Accounts
    • $231.6K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Subscription Fees
  • Fixed Fees
  • Other
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