George
Cleary
Financial Engines Advisors L.L.C
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About this Advisor
George Cleary is a financial advisor based in Costa Mesa, California with 5 years of relevant experience. Cleary currently works for Financial Engines Advisors L.L.C. During their career, the advisor has held roles at Charles Schwab & Co., Inc, Charles Schwab Bank, Sanders Morris Harris LLC, Edelman Financial Services LLC, Ef Legacy Securities, LLC and Financial Engines Advisors L.L.C. Cleary holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in California and Texas. Financial Engines Advisors L.L.C is a registered investment company that has its headquarters in Santa Clara, CA. It has offices in 149 locations and a total of 1,514 financial advisors. It manages $242 billion in assets under management among its 1,594,707 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 54 charitable organizations. Of its 1,594,707 client accounts, just 2% are held by high-net-worth individuals who have at least $1 million in assets. Financial Engines Advisors L.L.C has a diverse array 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 charged by financial advisors typically depend on which services the firm provides the client. However, fee types billed by Financial Engines Advisors L.L.C can be comprised of 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
George Cleary Work History
George has been registered as a financial advisor for 5 years.*
Financial Engines Advisors L.L.C
Sanders Morris Harris LLC
Edelman Financial Services LLC
Ef Legacy Securities, LLC
Charles Schwab & Co., Inc
Charles Schwab Bank
*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 George Cleary to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Financial Engines Advisors L.L.C
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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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