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Glynis Banhan

Edelman Financial Engines, LLC

18851 NE 29th Avenue, Suite 501

Aventura, FL 33180

786-288-3439

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.

1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered.
2Data as of Dec. 31, 2021.


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General Information

Firm Start Year

2006

CRD#

5447139

Firm CRD#

104510

Name of Custodial Firm

Charles Schwab, TD Ameritrade and others.

Years of Experience in Financial Services

9

Number of Years with Current Firm

1

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®

Securities Licenses

Series 65

Firm Information

Firm's Number of Clients

1,150,000

Assets Managed by Firm

$205,600,000,000

Compensation and Fees

Fee Structure

Fee-Based

Disclosures

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Additional Detailed Disclosures

https://www.financialadvisor.net/disclosure/1881312/financialadvisor-edelman-financial-engines,-llc-detailed-disclosure