Sean Anthony Connolly
Investment adviser representative at Edelman Financial Engines
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$326.3BFirm assets
Are you Sean Anthony Connolly? 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 EnginesAug 2026 to now
- Financial Engines Advisors L.L.CSep 2019 to Aug 2026
- Ez Federal Benefits EducationMar 2019 to Sep 2019
- Federal Employee Benefit Advocates, LLCJan 2019 to Sep 2019
- Profeds/fed ImpactJan 2019 to Feb 2019
- Raymond James Financial Services, IncOct 2018 to Sep 2019
- TIAAAug 2014 to Oct 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
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
- 5743288
- Firm CRD
- 104510