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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Ef Legacy Securities, LLC 1 year, 10 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. 28 years, 3 months Dec 1988 - Present
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Fredric Mark Edelman?
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Designations & Memberships

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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 Feb. 13, 2017
    • $14.9B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 70K
      Accounts
    • $213.2K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

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