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Markeith Anthoni Rowley

Investment adviser representative at Edelman Financial Engines
11 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

11 years in the industry.

  1. Edelman Financial EnginesMay 2019 to now
  2. Financial Engines Advisors L.L.C.Mar 2019 to now
  3. Fidelity Institutional InvestmentsJan 2019 to Mar 2019
  4. Fidelity Personal and Workplace AdvisorsJul 2018 to Nov 2018
  5. Fidelity Brokerage Services LLCJun 2015 to Nov 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2001
  • Series 66 · Uniform Combined State Law2003

State registrations

Registered as an investment adviser representative in 1 state (FL).

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
4163141
Firm CRD
104510
Advisor's SEC record (opens in a new tab)
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