Stephen
Freedman

Financial Engines Advisors L.L.C

CRD#3095502
Investment Advisor
in Burlington, MA

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About this Advisor

Stephen Freedman is a certified financial planner operating out of Burlington, Massachusetts with a total of 5 years of relevant experience. Freedman is an employee of Financial Engines Advisors L.L.C. Their career trajectory has included roles at Usaa Financial Advisors Inc, Usaa Financial Planning Services, Financial Engines Advisors L.L.C, Edelman Financial Services, LLC and Ef Legacy Securities, LLC. Freedman has Series 63 and Series 66 licenses, which qualify them as a securities representative, and is approved to operate in Massachusetts and Texas. Financial Engines Advisors L.L.C is an advisory firm that has its headquarters in Santa Clara, CA. The company has offices in 149 locations and a total of 1,514 advisors. It manages $242 billion in total assets across 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 charities and foundations. Of its 1,594,707 accounts, just 2% are held by high-net-worth investors who have greater than $1 million in assets. Financial Engines Advisors L.L.C has 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 management fee schedules depend on which service is provided. However, fees billed by Financial Engines Advisors L.L.C likely include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

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

25 Burlington Mall Road Suite 405
Burlington, MA 01803

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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

Stephen Freedman Work History

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

2018 - Present (6 years)

Financial Engines Advisors L.L.C

2016 - 2018 (2 years)

Edelman Financial Services, LLC

2016 - 2018 (2 years)

Ef Legacy Securities, LLC

2011 - 2016 (5 years)

Usaa Financial Advisors Inc

2011 - 2016 (5 years)

Usaa Financial Planning Services

*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 Stephen Freedman 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

Rachel Gilmore
Saint Louis, MO
Robert Fitzpatrick
Phoenix, AZ
William Mcelroy
Phoenix, AZ
Samuel Lindemann
Roseville, CA
David Balestriere
Belle Glade, FL
Stephen Sassi
Staten Island, NY
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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