Marc Angelo De fiori
Investment adviser representative at Edelman Financial Engines
13 yearsExperience
2 statesRegistered in
$326.3BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Edelman Financial EnginesMar 2026 to now
- Financial Engines Advisors L.L.C.Aug 2022 to Mar 2026
- Tractor SupplyMar 2022 to Aug 2022
- UnemployedJun 2020 to Mar 2022
- Fidelity Brokerage Services LLCMar 2019 to Jun 2020
- UnemployedMar 2017 to Mar 2019
- ScottradeOct 2013 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1996
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Edelman Financial Engines
Legal name: Financial Engines Advisors L.L.C.
$326.3BAssets managed
1,244,406Clients
721Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2252248
- Firm CRD
- 104510