Mazin Ahmed Qureshi
Investment adviser representative at Edelman Financial Engines
15 yearsExperience
1 stateRegistered in
CFADesignation
$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
15 years in the industry.
- Edelman Financial EnginesApr 2022 to now
- Financial Engines Advisors L.L.CMar 2022 to now
- JP Morgan ChaseApr 2020 to Mar 2022
- Lcm Capital Management IncDec 2013 to May 2020
- FactsetAug 2011 to Jan 2020
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 6281052
- Firm CRD
- 104510