Rita
Chehoeva-Head
Edelman Financial Engines
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About this Advisor
Rita Chehoeva-Head is a financial advisor based in Fairfax, Virginia, working with Edelman Financial Engines. Rita has previously held positions at Morgan Stanley Smith Barney LLC, Ef Legacy Securities, LLC, Financial Engines Advisors L.L.C, Round Hill United Methodist Church, Ashton Baptist Church, Morgan Stanley Smith Barney Lc, Sanders Morris Harris LLC, and Edelman Financial Services, LLC. Rita has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas and Virginia. Currently, Rita is part of Edelman Financial Engines, which operates out of Fairfax, Virginia. 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
Services Offered
Fee Structure
Office Location
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Edelman Financial Engines Brokerage Details
$270,770,414,647
1,578
1,561,555
$173,398
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
Rita Chehoeva-Head Work History
Financial Engines Advisors L.L.C
Round Hill United Methodist Church
Financial Engines Advisors L.L.C
Ef Legacy Securities, LLC
Sanders Morris Harris LLC
Edelman Financial Services, LLC
Morgan Stanley Smith Barney Lc
Morgan Stanley Smith Barney LLC
Ashton Baptist Church
Disclosures
Please visit the SEC profile of Rita Chehoeva-Head to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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