Carol Ysabel Beckett
Investment adviser representative at Edelman Financial Engines
14 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
14 years in the industry.
- Edelman Financial EnginesJul 2021 to now
- Financial Engines Advisors L.L.C.Nov 2018 to Jul 2021
- Edelman Financial Services, LLCSep 2018 to Nov 2018
- J.P. Morgan Securities LLCOct 2012 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 5336356
- Firm CRD
- 104510