Noah
French

Financial Engines Advisors L.L.C

CRD#3084855
Investment Advisor
in Newton Center, MA

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About this Advisor

Noah French is a financial advisor based out of Newton Center, Massachusetts with 5 years of relevant experience. French is an advisor for Financial Engines Advisors L.L.C. Their career trajectory has included roles at Valmark Securities, Inc, Sanders Morris Harris Inc, Edelman Financial Services LLC, Ef Legacy Securities, LLC and Financial Engines Advisors L.L.C. French has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Massachusetts. Financial Engines Advisors L.L.C is a registered investment firm that has its headquarters in Santa Clara, CA. The company has offices in 149 locations and a total of 1,514 advisors. It controls $242 billion in assets under management among its 1,594,707 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 54 charities and foundations. Of its 1,594,707 client accounts, just 2% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm provides 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. Financial advisory fee schedules vary depending on the type of services offered. However, fee types charged by Financial Engines Advisors L.L.C likely include any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees, Others

Office Location

57 Wells Avenue Suite 31
Newton Center, MA 02459

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Financial Engines Advisors L.L.C Brokerage Details

Total Assets Under Management

$241,970,176,743

MA Average: $7,578,581,321
Total Number of Employees

1,514

MA Average: 43
Total Number of Accounts

1,594,707

MA Average: 3,727
Average Account Size

$151,733

MA Average: $2,033,427

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

Noah French Work History

Noah has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Financial Engines Advisors L.L.C

2016 - 2018 (2 years)

Ef Legacy Securities, LLC

2014 - 2016 (2 years)

Sanders Morris Harris Inc

2014 - 2018 (4 years)

Edelman Financial Services LLC

2013 - 2014 (1 year)

Valmark Securities, 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 Noah French 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

Edmund Callahan
Farmington, CT
Clayton Ernst
Colorado Springs, CO
William Mcelroy
Phoenix, AZ
Jillian Green
Alexandria, VA
Noah French
Newton Center, MA
Fahima Shaw
Fairfax, VA
Anthony Badillo
Fairfax, VA
Joseph Bergen
Virginia Beach, 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.

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