Anthony Nelson Badillo
Investment adviser representative at Edelman Financial Engines
13 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$326.3BFirm assets
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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
13 years in the industry.
- Edelman Financial EnginesOct 2025 to now
- Financial Engines Advisors L.L.C.Feb 2022 to Oct 2025
- Charles Schwab & Co., Inc.Jan 2022 to Feb 2022
- Charles Schwab Bank, SsbJan 2022 to Feb 2022
- Facet WealthMar 2021 to Dec 2021
- Turbo TaxJan 2019 to Dec 2020
- The Vanguard Group, IncNov 2018 to Feb 2021
- Gen Y PlanningMay 2018 to Oct 2018
- Guardian Life Insurance CompanyMar 2018 to May 2018
- Park Avenue SecuritiesMar 2018 to May 2018
- Sullivan Bruyette Speros & BlayneyNov 2016 to Jan 2018
- Ef Legacy Securities, LLCApr 2016 to Nov 2016
- Edelman Financial Services LLCFeb 2013 to Nov 2016
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 5086731
- Firm CRD
- 104510