Rodney
Weaver

Edelman Financial Engines

CRD#2917317
Investment Advisor
in Merrimack, NH

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About this Advisor

Rodney Weaver is a financial advisor based in Merrimack, New Hampshire, working with Edelman Financial Engines. Rodney has previously held positions at Fidelity Brokerage Services LLC, Strategic Advisors Inc, Financial Engines Advisors L.L.C, and Fidelity Personal And Workplace Advisors. Rodney has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New Hampshire and Texas. Currently, Rodney is part of Edelman Financial Engines, which operates out of Merrimack, New Hampshire. The firm has 149 offices and 1,578 employees. The firm manages assets totaling $270.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Edelman Financial Engines includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 66

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

Merrimack, NH

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Edelman Financial Engines Brokerage Details

Total Assets Under Management

$270,770,414,647

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

1,578

NH Average: 43
Total Number of Accounts

1,561,555

NH Average: 3,727
Average Account Size

$173,398

NH 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

Rodney Weaver Work History

2022 - Present (2 years)

Financial Engines Advisors L.L.C

2020 - 2022 (2 years)

Financial Engines Advisors L.L.C

2018 - 2020 (2 years)

Fidelity Personal And Workplace Advisors

2007 - 2020 (13 years)

Fidelity Brokerage Services LLC

1998 - 2018 (20 years)

Strategic Advisors Inc

Disclosures

Please visit the SEC profile of Rodney Weaver 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 Edelman Financial Engines

Robert Fitzpatrick
Phoenix, AZ
David Fennell
Vancouver, WA
Nicholas Lee
Los Angeles, CA
Daniela Villegas
Seal Beach, CA
Cameron Fyhrie
Spokane Valley, WA
Bryan Keorlet
Columbia, SC
Brett Coons
Fort Worth, TX
Kenneth Parow
Clifton Park, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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