EDELMAN FINANCIAL SERVICES, LLC

FAIRFAX, Virginia·14 registered advisors·CRD# 113299
SEC# 801-6456742703-818-0800
01

Firm Overview

AUM
$21.7B
Regulatory assets under management
Employees
434
Total firm employees
Advisors
14
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Fixed fees
Subscription fees
Other: SEMINAR REGISTRATION FEE, BOOK ROYALTIES
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at EDELMAN FINANCIAL SERVICES, LLC

14 registered advisors
Barry Baker
FAIRFAX, Virginia
Craig M Blad
FAIRFAX, Virginia
Domenico Conti
FAIRFAX, Virginia
Edward Philip Moore
FAIRFAX, Virginia
James Daniel Mendelsohn
FAIRFAX, Virginia
Jon David Isaacson
FAIRFAX, Virginia
Joseph Bottazzi
FAIRFAX, Virginia
Lesley V Roberts
FAIRFAX, Virginia
Leven Rainey Gray
FAIRFAX, Virginia
Marvin Orell Davis
FAIRFAX, Virginia
Rene Emile Chaze
FAIRFAX, Virginia
Theresa Anne Kozikowski
FAIRFAX, Virginia
William Carl Coquelin
FAIRFAX, Virginia
William Patrick Hayes
FAIRFAX, Virginia
05

Office Locations

FAIRFAX, Virginia
14 advisors

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Data sourced from SEC Form ADV filings. EDELMAN FINANCIAL SERVICES, LLC (CRD# 113299) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.