Shateela
Winters
Financial Engines Advisors L.L.C
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About this Advisor
Shateela Winters is a certified financial planner and chartered financial consultant based out of Arlington, Virginia with 1 year of industry experience. Winters is an advisor for Financial Engines Advisors L.L.C. Over the course of their career, Winters has held roles at Sanders Morris Harris Inc, Edelman Financial Services LLC, Ef Legacy Securities, LLC, Financial Engines Advisors L.L.C, Raymond James Financial Services, Raymond James Financial Services Advisors, Facet Wealth and Lee, Sipe & Associates. Winters has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Virginia. Financial Engines Advisors L.L.C is a registered investment company operating out of Santa Clara, CA. The company has offices in 149 locations and a total of 1,514 advisors. It handles $242 billion in assets under management across its 1,594,707 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 54 charities and foundations. Of its 1,594,707 client accounts, just 2% are held by high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm provides a wide assortment 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. Fees charged by financial advisors typically are based on which service is offered. However, fees billed by Financial Engines Advisors L.L.C most likely 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$241,970,176,743
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
1,514
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
1,594,707
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$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
Shateela Winters Work History
Shateela has been registered as a financial advisor for 1 years.*
Financial Engines Advisors L.L.C
Raymond James Financial Services
Raymond James Financial Services Advisors
Facet Wealth
Lee, Sipe & Associates
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 Shateela Winters 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
Fairfax, VA
Fort Worth Texas, TX
Whitman, MA
Newton Center, MA
Overland Park, KS
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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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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