Eduardo Ramon Pla alvarez
Investment adviser representative at Edelman Financial Engines
13 yearsExperience
2 statesRegistered in
$326.3BFirm assets
28 yearsFirm in business
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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
13 years in the industry.
- Edelman Financial EnginesJun 2025 to now
- Financial Engines Advisors, L.L.C.Mar 2024 to May 2025
- Nylife Securities LLCOct 2023 to Jan 2024
- New York LifeAug 2023 to Jan 2024
- StudentMar 2019 to Feb 2022
- Nova Southeastern UniversitySep 2018 to Mar 2024
- StudentJul 2013 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7790880
- Firm CRD
- 104510