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Bernadette Marie Law

Investment adviser representative at Edelman Financial Engines
5 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

5 years in the industry.

  1. Edelman Financial EnginesOct 2022 to now
  2. Financial Engines Advisors L.L.C.Nov 2018 to now
  3. Ef Legacy Securities, LLCMar 2018 to Oct 2019
  4. Edelman Financial Services, LLCMar 2018 to Nov 2018
  5. E*trade Capital Management LLCJul 2014 to Mar 2018
  6. E*trade Securities LLCJul 2014 to Mar 2018

Exams passed

  • Series 66 · Uniform Combined State Law2000

State registrations

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

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
4187260
Firm CRD
104510
Advisor's SEC record (opens in a new tab)
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