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Michael David Biancosino

Investment adviser representative at Edelman Financial Engines
15 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

15 years in the industry.

  1. Edelman Financial EnginesDec 2024 to now
  2. Financial Engines Advisors L.L.C.Jun 2022 to Dec 2024
  3. Fidelity InvestmentsJun 2021 to Jun 2022
  4. University of San DiegoAug 2020 to May 2021
  5. UnemployedDec 2019 to Jun 2021
  6. University of Idaho Student Recreation CenterAug 2018 to Dec 2019
  7. Northwest PaddleboardingMay 2018 to Aug 2018
  8. Interactive Technologies Group IncJul 2017 to Aug 2017
  9. University of IdahoAug 2016 to Dec 2019
  10. UnemployedJun 2011 to Jul 2017

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2021
  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 3 states (AZ, TX, WA).

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
7394335
Firm CRD
104510
Advisor's SEC record (opens in a new tab)
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