Joseph Thongdy Songvilay
Investment adviser representative at Edelman Financial Engines
23 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
23 years in the industry.
- Edelman Financial EnginesJul 2026 to now
- Financial Engines Advisors L.L.C.May 2020 to Jul 2026
- E.K. Riley Investments, LLCDec 2017 to May 2020
- Moss Adams Securities & Insurance LLCNov 2005 to Dec 2017
- Moss Adams Wealth Advisors LLCJan 2003 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2006
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
- 4170759
- Firm CRD
- 104510