Dylan Michael Peterson
Investment adviser representative at Edelman Financial Engines
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Edelman Financial EnginesSep 2025 to now
- W.C. Moore Financial ServicesSep 2024 to Aug 2025
- N/aMay 2024 to Aug 2024
- KerecisJun 2023 to Jan 2024
- James Madison UniversityAug 2022 to May 2024
- Breakers Korean BbqMay 2022 to Aug 2022
- George Mason UniversityAug 2020 to May 2021
- StaplesNov 2019 to Jan 2020
- Designer Shoes Warehouse (dsw)Nov 2018 to Jan 2019
- NvpoolsJun 2017 to Aug 2022
- N/aSep 2015 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 7972642
- Firm CRD
- 104510