Rebecca Dawn Pawuk
Investment adviser representative at Edelman Financial Engines
18 yearsExperience
2 statesRegistered 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
18 years in the industry.
- Edelman Financial EnginesJul 2019 to now
- Financial Engines Advisors L.L.C.Jun 2019 to now
- Federated Global Investment Management CorpJan 2011 to Jun 2019
- Mdt Advisers, A Division of Federated Mdta LLCJan 2011 to Jun 2019
- Federated Investment CounselingAug 2008 to Jun 2019
- Federated Investors IncApr 2008 to Jun 2019
- Federated Securities CorpApr 2008 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
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
- 5519119
- Firm CRD
- 104510