Paul Andrew Dyson
Investment adviser representative at Edelman Financial Engines
18 yearsExperience
1 stateRegistered 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
18 years in the industry.
- Edelman Financial EnginesMar 2026 to now
- Fisher Retirement Solutions LLCJul 2024 to Mar 2026
- Fisher InvestmentsNov 2019 to Jul 2024
- Charles Schwab & Co., Inc.Jun 2018 to Nov 2019
- Charles Schwab BankJun 2018 to Nov 2019
- Fidelity Brokerage Services LLCJan 2008 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law1999
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 3198752
- Firm CRD
- 104510