Unclaimed Profile

Edward Philip Moore

EDELMAN FINANCIAL SERVICES, LLC·FAIRFAX, Virginia

SIE, Series 6, Series 22, Series 24, Series 52, Series 62, Series 63, Series 65CFPClean record33 years registeredEDELMAN FINANCIAL SERVICES, LLC

4000 LEGATO ROAD, FAIRFAX, VA 22033-2892CRD# 1468827Firm CRD# 113299

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Edward Philip Moore · FAIRFAX, VA

Registration

CRD #1468827 · EDELMAN FINANCIAL SERVICES, LLC · 33 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: EDELMAN FINANCIAL SERVICES, LLC

FINANCIAL ENGINES ADVISORS L.L.C.

Nov 2018 – Jul 2020

FAIRFAX, VA

SANDERS MORRIS HARRIS INC.

Mar 2011 – Feb 2014

FAIRFAX, VA

EDELMAN FINANCIAL ADVISORS LLC

Nov 2007 – Aug 2009

FAIRFAX, VA

EDELMAN FINANCIAL SERVICES, LLC

Dec 1992 – Nov 2018

FAIRFAX, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 22

Series 24

Series 52

Series 62

Series 63

Series 65

Registration record

First registered · December 17, 1992

Years registered · 33

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EDELMAN FINANCIAL SERVICES, LLC

CRD 113299 · SEC 801-64567

AUM

$21.7B

Regulatory assets under management

Employees

434

85,909 client accounts

Services offered by EDELMAN FINANCIAL SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at EDELMAN FINANCIAL SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Edward Philip Moore offer?

Edward Philip Moore specializes in Financial Planning, Investment Management, Wealth Management.

What are Edward Philip Moore's credentials?

Edward Philip Moore holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Edward Philip Moore located?

Edward Philip Moore is based in FAIRFAX, Virginia, last registered with EDELMAN FINANCIAL SERVICES, LLC.

How does Edward Philip Moore charge for services?

Edward Philip Moore's firm is compensated through percentage of aum, fixed fees, subscription fees, other: seminar registration fee, book royalties. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EDELMAN FINANCIAL SERVICES, LLC?

EDELMAN FINANCIAL SERVICES, LLC has approximately 434 employees and manages $21.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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