Cody
Draves

Edelman Financial Engines

CRD#6829384
Investment Advisor
in Long Island City, NY

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About this Advisor

Cody Draves is a financial advisor based in Long Island City, New York, working with Edelman Financial Engines. Cody has previously held positions at Coldwell Banker Commercial - Devonshire Realty, Republic Wealth Advisors, Multiad, Rli Corporation, Bradley University, Financial Engines Advisors L.L.C, Edelman Financial Engines, Ss&C Technologies, and Canoe Intelligence. Cody has passed the Series 65 regulatory exam and is registered to provide services in New York and Texas. Currently, Cody is part of Edelman Financial Engines, which operates out of Long Island City, New York. 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 65

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

Long Island City, NY

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Edelman Financial Engines Brokerage Details

Total Assets Under Management

$270,770,414,647

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

1,578

NY Average: 43
Total Number of Accounts

1,561,555

NY Average: 3,727
Average Account Size

$173,398

NY 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

Cody Draves Work History

2024 - Present (0 year)

Edelman Financial Engines

2023 - Present (1 year)

Canoe Intelligence

2022 - 2023 (1 year)

Ss&C Technologies

2021 - 2022 (1 year)

Financial Engines Advisors L.L.C

2019 - 2021 (2 years)

Financial Engines Advisors L.L.C

2017 - 2017 (< 1 year)

Coldwell Banker Commercial - Devonshire Realty

2017 - 2018 (1 year)

Republic Wealth Advisors

2015 - 2015 (< 1 year)

Rli Corporation

2014 - 2014 (< 1 year)

Multiad

2013 - 2017 (4 years)

Bradley University

Disclosures

Please visit the SEC profile of Cody Draves 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 Sargent
Ashburn, VA
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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