Alex
Shurin

Financial Engines Advisors L.L.C

CRD#4425226
Investment Advisor
in Houston, TX

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About this Advisor

Alex Shurin is a certified financial planner and chartered financial consultant based out of Houston, Texas with a total of 5 years of industry experience. Shurin is an advisor for Financial Engines Advisors L.L.C. The advisor has gained experience at Charles Schwab & Co., Inc, Charles Schwab Bank, Ef Legacy Securities, LLC, Edelman Financial Services, LLC and Financial Engines Advisors L.L.C. Shurin holds Series 63 and Series 66 licenses, certifying them as a securities representative, and is registered to serve investors in Texas. Financial Engines Advisors L.L.C is a registered investment company operating out of Santa Clara, CA. It has offices in 149 locations and a total of 1,514 employees. It manages $242 billion in assets across its 1,594,707 accounts, making it one of the largest firms in the nation by assets under management. The firm provides services to 54 charitable organizations. Of its 1,594,707 customer accounts, just 2% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The business performs a diverse array of services, such as 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. Financial advisory fee schedules depend on which services are offered. Fees billed by Financial Engines Advisors L.L.C most likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

5 years

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

1885 St. James Place Suite 1340
Houston, TX 77056

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Financial Engines Advisors L.L.C Brokerage Details

Total Assets Under Management

$241,970,176,743

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

1,514

TX Average: 43
Total Number of Accounts

1,594,707

TX Average: 3,727
Average Account Size

$151,733

TX 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

Alex Shurin Work History

Alex has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Financial Engines Advisors L.L.C

2016 - 2018 (2 years)

Ef Legacy Securities, LLC

2016 - 2018 (2 years)

Edelman Financial Services, LLC

2008 - 2016 (8 years)

Charles Schwab & Co., Inc

2008 - 2016 (8 years)

Charles Schwab Bank

*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 Alex Shurin 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

Edmund Callahan
Farmington, CT
Nicholas Chavez
Phoenix, AZ
Steven Murray
Whitman, MA
Jillian Green
Alexandria, VA
Fahima Shaw
Fairfax, VA
Clayton Ernst
Colorado Springs, CO
Anthony Badillo
Fairfax, VA
Joseph Bergen
Virginia Beach, VA

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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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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