Fahima
Shaw
Financial Engines Advisors L.L.C
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About this Advisor
Fahima Shaw is a certified financial planner working in Fairfax, Virginia who has 5 years of industry experience. Shaw is an advisor for Financial Engines Advisors L.L.C. During their career, the advisor has held roles at Sanders Morris Harris Inc, Edelman Financial Services LLC, Ef Legacy Securities, LLC and Financial Engines Advisors L.L.C. Shaw maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Texas and Virginia. Financial Engines Advisors L.L.C is a registered investment firm based out of Santa Clara, CA. The company has offices in 149 locations and a total of 1,514 employees. It has $242 billion in total assets between its 1,594,707 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides services to 54 charitable organizations. Of its 1,594,707 client accounts, just 2% are held by high-net-worth individuals who have at least $1 million in assets. Financial Engines Advisors L.L.C has 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 for financial management depend on which service is provided. However, fees billed by Financial Engines Advisors L.L.C may 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
Fahima Shaw Work History
Fahima has been registered as a financial advisor for 5 years.*
Financial Engines Advisors L.L.C
Ef Legacy Securities, LLC
Sanders Morris Harris Inc
Edelman Financial Services LLC
*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 Fahima Shaw 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
Newton Center, MA
Overland Park, KS
Phoenix, AZ
Saint Louis, MO
Colorado Springs, CO
Phoenix, AZ
Fairfax, VA
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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