Caroline O'neill Angell
Investment adviser representative at Edelman Financial Engines
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Edelman Financial EnginesMar 2021 to now
- Financial Engines Advisors L.L.C.Mar 2021 to now
- UnemployedNov 2020 to Mar 2021
- TIAAFeb 2018 to Nov 2020
- TIAA-CREF Individual & Institutional Services, LLCFeb 2018 to Nov 2020
- Bank of America, N.A.Nov 2014 to Feb 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2014 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6817949
- Firm CRD
- 104510