Mary Ann
Ferreira
Financial Engines Advisors L.L.C
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About this Advisor
Mary Ann Ferreira is a certified financial planner who works in Bothell, Washington with a total of 1 year of relevant experience. Ferreira is on the advisory team at Financial Engines Advisors L.L.C. Ferreira has gained experience at Appropriate Balance, Private Client Services LLC, Viridian Ria, LLC and Financial Engines Advisors L.L.C. Ferreira has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas and Washington. Financial Engines Advisors L.L.C is a registered investment business that has its headquarters in Santa Clara, CA. The company has offices in 149 locations and a total of 1,514 financial advisors. It administers $242 billion in assets across its 1,594,707 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 54 charitable organizations. Of its 1,594,707 customer accounts, just 2% belong to high-net-worth investors who have more than $1 million in investable assets. Financial Engines Advisors L.L.C provides a broad 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. A financial advisor's fee schedules largely are based on the services provided. Fees charged by Financial Engines Advisors L.L.C likely include any blend of 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
Mary Ann Ferreira Work History
Mary Ann has been registered as a financial advisor for 1 years.*
Financial Engines Advisors L.L.C
Viridian Ria, LLC
Private Client Services LLC
Appropriate Balance
*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 Mary Ann Ferreira 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
Columbus, OH
Belle Glade, FL
Fairfax, VA
Phoenix, AZ
Lynnwood, WA
Danville, CA
Fairfax, VA
Newton Center, MA
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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.
