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Edelman Financial Services, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

Assets

Assets

Last updated on June 4, 2019
    • $21.7B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 86K
      Accounts
    • $252.9K
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning
    • -Retirement Planning

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

3

name start date
Edward Philip Moore
December 1992
Fredric Mark Edelman
December 1992
Mark Brogley
May 2016

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Ef Legacy Securities, LLC Broker-Dealer --
    Financial Engines Advisors L.L.C. IAR $181,300,000,000
    Low Cost Life Insurance Agency -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Fredric Mark Edelman Executive Chairman December, 2015 less than 5%
      Edward Philip Moore President May, 2005 less than 5%
      William Patrick Hayes General Counsel June, 2013 less than 5%
      Ryan Christopher Parker Chief Executive Officer June, 2016 less than 5%
      Leven Rainey Gray Interim Chief Compliance Officer January, 2017 less than 5%
      Christine Adele Cataldo Chief Operations And Technology Officer December, 2016 less than 5%
      Jon David Isaacson Chief Financial Officer November, 2017 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

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