Francis
Petrangelo
Financial Engines Advisors L.L.C
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About this Advisor
Francis Petrangelo is a certified financial planner and chartered financial analyst working in East Longmeadow, Massachusetts with a total of 1 year of relevant experience. Petrangelo is an employee of Financial Engines Advisors L.L.C. During their career, the advisor has held roles at Fidelity Brokerage Services LLC, Financial Engines Advisors L.L.C, Fidelity Investments Institutional Services Company, Inc, The Prudential Insurance Company Of America, Pruco Securities, LLC and Citizens Securities, Inc. Petrangelo has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Massachusetts. Financial Engines Advisors L.L.C is a registered investment firm operating out of Santa Clara, CA. The firm has offices in 149 locations and a total of 1,514 financial advisors. It oversees $242 billion in assets under management between its 1,594,707 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides financial advice to 54 charitable organizations. Of its 1,594,707 client accounts, just 2% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Financial Engines Advisors L.L.C offers a number of services, such as 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 largely are based on which services the firm provides the client. However, fee types charged by Financial Engines Advisors L.L.C may include any combination 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
Francis Petrangelo Work History
Francis has been registered as a financial advisor for 1 years.*
Financial Engines Advisors L.L.C
Citizens Securities, Inc
The Prudential Insurance Company Of America
Pruco Securities, LLC
Fidelity Brokerage Services LLC
Fidelity Investments Institutional Services Company, 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 Francis Petrangelo 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
Phoenix, AZ
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Santa Clara, CA
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Murrieta, CA
Newton Center, MA
Fairfax, VA
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.
