Andrew
Diciaccio
Financial Engines Advisors L.L.C
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About this Advisor
Andrew Diciaccio is a financial advisor who works in Boston, Massachusetts, who has 15 years of industry experience. Diciaccio works at Financial Engines Advisors L.L.C. They have been with Financial Engines Advisors L.l.c for the entirety of their career. Diciaccio holds a Series 65 license, qualifying them as an investment advisor representative, and is approved to advise clients in Arizona and Massachusetts. Financial Engines Advisors L.L.C is a financial advisory company operating out of Santa Clara, CA. The firm has offices in 149 locations and a total of 1,514 employees. It handles $242 billion in total assets among its 1,594,707 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides services to 54 charitable organizations. Of its 1,594,707 customer accounts, just 2% are associated with high-net-worth investors who have more than $1 million in investable assets. The business provides a number 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. Financial advisory fees usually depend on which services the firm provides the client. Fees charged by Financial Engines Advisors L.L.C most 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
Andrew Diciaccio Work History
Andrew has been registered as a financial advisor for 15 years.*
Financial Engines
*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 Andrew Diciaccio 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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