Kelly Marie Robertie
Investment adviser representative at Edelman Financial Engines
12 yearsExperience
1 stateRegistered in
$326.3BFirm assets
28 yearsFirm in business
Are you Kelly Marie Robertie? Claim your profile
Contact this firm
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 EnginesMay 2025 to now
- Sensible Financial Planning and Management, LLCJul 2022 to May 2025
- Peabody Public SchoolsFeb 2017 to Jul 2022
- Winthrop Public SchoolsAug 2014 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 4825906
- Firm CRD
- 104510