Anthony Joseph Piazza
Investment adviser representative at Edelman Financial Engines
11 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$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
11 years in the industry.
- Edelman Financial EnginesSep 2025 to now
- Empower Advisory Group, LLCMar 2024 to Sep 2025
- Northstar Investment Advisory LLCSep 2020 to Feb 2024
- John HancockAug 2019 to Sep 2020
- John Hancock Investment Management Distributors LLCAug 2019 to Sep 2020
- Northwestern Mutual Investment Services, LLCAug 2018 to Jun 2019
- Northwestern Mutual Life Insurance CompanyJul 2018 to Jun 2019
- Learnvest Inc.Apr 2015 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 3 states (CO, 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
- 6478526
- Firm CRD
- 104510