Fearghal
O'Riain
Financial Engines Advisors L.L.C
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About this Advisor
Fearghal O'Riain is a certified financial planner who works in Newton Center, Massachusetts with a total of 5 years of industry experience. O'Riain is currently employed by Financial Engines Advisors L.L.C. O'Riain has gained experience at Edelman Financial Services, LLC, Fidelity Brokerage Services, Inc, Sanders Morris Harris Inc, Ef Legacy Securities, LLC and Financial Engines Advisors L.L.C. O'Riain holds Series 63 and Series 66 licenses, certifying them as a securities representative, and is registered to advise clients in Massachusetts. Financial Engines Advisors L.L.C is a registered investment company based out of Santa Clara, CA. The company has offices in 149 locations and a total of 1,514 advisors. It manages $242 billion in total assets between its 1,594,707 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 54 charities and foundations. Of its 1,594,707 accounts, just 2% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The business performs a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advice depend on the type of financial services offered. However, fees billed by Financial Engines Advisors L.L.C likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial Engines Advisors L.L.C Brokerage Details
$241,970,176,743
1,514
1,594,707
$151,733
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Fearghal O'Riain Work History
Fearghal has been registered as a financial advisor for 5 years.*
Financial Engines Advisors L.L.C
Ef Legacy Securities, LLC
Edelman Financial Services, LLC
Sanders Morris Harris Inc
Fidelity Brokerage Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Fearghal O'Riain to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
