Sonny David edward Licata
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 EnginesJun 2026 to now
- Spinnaker Investment Group, LLCJun 2024 to Jun 2026
- Morgan StanleySep 2023 to May 2024
- E*trade From Morgan StanleyJan 2023 to May 2024
- E*trade SecuritiesMay 2021 to Sep 2023
- TD Ameritrade Investment Management, LLCFeb 2018 to May 2021
- TD Ameritrade, Inc.Feb 2018 to May 2021
- Scottrade, Inc.Apr 2016 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6636437
- Firm CRD
- 104510