Shawn
Mccutchan

Edelman Financial Engines

CRD#4414804
Investment Advisor
in Charlotte, NC

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About this Advisor

Shawn Mccutchan is a financial advisor based in Charlotte, North Carolina, working with Edelman Financial Engines. Shawn has previously held positions at The Mutual Fund Store - Charlotte, Tmfs Advisors, LLC, and Financial Engines Advisors L.L.C. Shawn has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina, South Carolina, and Texas. Currently, Shawn is part of Edelman Financial Engines, which operates out of Charlotte, North Carolina. 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 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

13860 Ballantyne Corporate Place Suite 160
Charlotte, NC 28277

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Edelman Financial Engines Brokerage Details

Total Assets Under Management

$270,770,414,647

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

1,578

NC Average: 43
Total Number of Accounts

1,561,555

NC Average: 3,727
Average Account Size

$173,398

NC 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

Shawn Mccutchan Work History

2016 - Present (8 years)

Financial Engines Advisors L.L.C

2015 - 2016 (1 year)

Tmfs Advisors, LLC

2012 - 2015 (3 years)

The Mutual Fund Store - Charlotte

Disclosures

Please visit the SEC profile of Shawn Mccutchan 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
Janet Bellezza
Tafton, PA
Nicholas Lee
Los Angeles, CA
Daniela Villegas
Seal Beach, CA
Cameron Fyhrie
Spokane Valley, WA
Laurel Hostetler
Columbus, OH
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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