Brett Allen Patmore
Investment adviser representative at Edelman Financial Engines
12 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
12 years in the industry.
- Edelman Financial EnginesJun 2026 to now
- Seneca Financial Advisors LLCNov 2025 to Mar 2026
- Equitable Advisors, LLC.Nov 2024 to Nov 2025
- UnemployedJun 2024 to Oct 2024
- Oak Hill Country ClubJun 2021 to Aug 2021
- The Country Club of RochesterJun 2020 to Aug 2020
- Brook Lea Country ClubJun 2019 to Aug 2019
- Suny GeneseoAug 2018 to May 2024
- Spencerport High SchoolSep 2014 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8003538
- Firm CRD
- 104510