Walter
Varian
Financial Engines Advisors L.L.C
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About this Advisor
Walter Varian is a financial advisor operating out of New York, New York, with 2 years of industry experience. Varian is on the advisory team at Financial Engines Advisors L.L.C. Their career trajectory has included roles at Morgan Stanley, Morgan Stanley Private Bank, National Association, Charles Schwab & Co., Inc, Charle Schwab Bank and Financial Engines Advisors L.L.C. Varian has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Connecticut and New York. Financial Engines Advisors L.L.C is an advisory business based in Santa Clara, CA. The firm has offices in 149 locations and a total of 1,514 people on staff. It oversees $242 billion in total assets across its 1,594,707 client accounts, placing it among the largest firms in the nation by assets under management. The firm serves 54 charitable organizations. Of its 1,594,707 accounts, just 2% are associated with high-net-worth investors who have more than $1 million in investable assets. The advisory firm performs a diverse set of services, including 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 charged by financial advisors largely are based on which services the firm provides the client. Fee types billed by Financial Engines Advisors L.L.C likely include 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
Walter Varian Work History
Walter has been registered as a financial advisor for 2 years.*
Financial Engines Advisors L.L.C
Charles Schwab & Co., Inc
Charle Schwab Bank
Morgan Stanley Private Bank, National Association
Morgan Stanley
*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 Walter Varian 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
Farmington, CT
Columbus, OH
Roseville, CA
Alexandria, VA
Phoenix, AZ
Overland Park, KS
Fairfax, VA
Whitman, MA
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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