Meredith Kitson, financial advisor Red Bank NJ

Meredith Kitson

CRD Number: 3163008
Current Firm: Edelman Financial Engines

Meredith Kitson (CRD# 3163008) is an Investment Advisor Representative working at Edelman Financial Engines in Red Bank, NJ and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Financial Engines Advisors LLC Sunnyvale, CA Oct 2018 - Current 5
Edelman Financial Services, LLC Fairfax, VA Dec 2017 - Nov 2018 < 1
Ef Legacy Securities, LLC Henrico, VA Dec 2017 - Oct 2018 < 1
Unemployed Linden, NJ Jun 2017 - Dec 2017 < 1
John Hancock Funds Boston, MA Nov 2015 - Jun 2017 1
John Hancock Parsippany, NJ Nov 2015 - Jun 2017 1
Sii Parsippany, NJ Apr 2015 - Jun 2016 1
New York Life Investment Management LLC Parsippany, NJ Feb 2008 - Apr 2015 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
S66 NASAA Uniform Combined State Law Examination Dec 2004
Contact Info for Meredith R. Kitson
Phone Number: 408-498-6000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    241,970
    MILLIONS
  • Total Number of Accounts
    1,594,707
    ACCOUNTS
  • Average Account Value
    $151,733
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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