Aamina Nadeem Siddiqui
Investment adviser representative at Edelman Financial Engines
10 yearsExperience
2 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
10 years in the industry.
- Edelman Financial EnginesApr 2026 to now
- Irc WealthNov 2024 to Apr 2026
- 1776 Wealth, LLCJun 2024 to Aug 2024
- Fidelity InvestmentsApr 2021 to Jun 2024
- Charles Schwab & Co., Inc.Jun 2018 to Apr 2021
- Charles Schwab BankJun 2018 to Apr 2021
- Morgan Stanley Private Bank, N.A.Nov 2016 to May 2018
- Morgan StanleyJul 2016 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 6508855
- Firm CRD
- 104510