David L Bailey
Investment adviser representative at Edelman Financial Engines
12 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
12 years in the industry.
- Edelman Financial EnginesDec 2022 to now
- Financial Engines Advisors L.L.C.Dec 2022 to now
- Cinfed Federal Credit UnionOct 2021 to Dec 2022
- Cuso Financial Services, LPOct 2021 to Dec 2022
- LPL Financial LLCJul 2020 to Oct 2021
- Telhio Credit UnionJul 2020 to Oct 2021
- Fifth ThirdMar 2018 to Jul 2020
- Fifth Third SecuritiesMar 2018 to Jul 2020
- ScottradeNov 2014 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 4175828
- Firm CRD
- 104510