Autumn
Butler

Edelman Financial Engines

CRD#7908394
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Autumn Butler is a financial advisor based in Pittsburgh, Pennsylvania, working with Edelman Financial Engines. Autumn has previously held positions at Reformed Presbyterian Church Of North America, Covenant Fellowship Reformed Presbyterian Church, Wilkinsburg Christian Housing, Auberle, Center For Urban Biblical Ministry, Goodwill Of Southwestern Pennsylvania, Fort Pitt Capital Group, Revelations Counseling And Consulting, and Edelman Financial Engines. Autumn is registered to provide services in Pennsylvania and Texas. Currently, Autumn is part of Edelman Financial Engines, which operates out of Pittsburgh, Pennsylvania. 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

CERTIFIED FINANCIAL PLANNER™

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

Pittsburgh, PA

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Edelman Financial Engines Brokerage Details

Total Assets Under Management

$270,770,414,647

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

1,578

PA Average: 43
Total Number of Accounts

1,561,555

PA Average: 3,727
Average Account Size

$173,398

PA 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

Autumn Butler Work History

2024 - Present (0 year)

Edelman Financial Engines

2022 - Present (2 years)

Revelations Counseling And Consulting

2020 - 2022 (2 years)

Fort Pitt Capital Group

2019 - 2020 (1 year)

Goodwill Of Southwestern Pennsylvania

2018 - 2018 (< 1 year)

Auberle

2018 - 2018 (< 1 year)

Center For Urban Biblical Ministry

2015 - 2018 (3 years)

Covenant Fellowship Reformed Presbyterian Church

2015 - 2020 (5 years)

Wilkinsburg Christian Housing

2013 - 2015 (2 years)

Reformed Presbyterian Church Of North America

Disclosures

Please visit the SEC profile of Autumn Butler 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

David Fennell
Vancouver, WA
Matthew Cuiffo
Uniondale, NY
Nicholas Lee
Los Angeles, CA
Robert Fitzpatrick
Phoenix, AZ
Cameron Fyhrie
Spokane Valley, WA
Norman Thomson
Federal Way, WA
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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