Rohit Mehrotra
Investment adviser representative at Edelman Financial Engines
16 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
16 years in the industry.
- Edelman Financial EnginesApr 2026 to now
- Triloka Partners LLCDec 2014 to now
- First Citizens Investor ServicesNov 2023 to Apr 2026
- Svb Wealth AdvisoryNov 2021 to Apr 2026
- Svb Investment Services Inc.Nov 2021 to Dec 2023
- Silicon Valley BankNov 2021 to Mar 2023
- JPMorgan Chase Bank NADec 2010 to Nov 2021
- JPMorgan Securities LLCDec 2010 to Nov 2021
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 5030342
- Firm CRD
- 104510