Edgardo MelendezCRD Number: 6380522
Current Firm: Financial Engines Advisors LLC
Edgardo Melendez (CRD# 6380522) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Tampa, FL and has over 9 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Financial Guidance Group, Inc.
Econologics Financial Advisors
|Financial Engines Advisors LLC||Santa Clara, CA||Nov 2018 - Current||5|
|Unemployed||Tampa, FL||Sep 2018 - Nov 2018||< 1|
|Financial Engines Advisors LLC||Phoenix, AZ||Feb 2016 - Sep 2018||2|
|The Vanguard Group, Inc.||Scottsdale, AZ||Aug 2014 - Feb 2016||1|
|Unemployed||San Juan, PR||Apr 2014 - Aug 2014||< 1|
|Sherwin Williams||Guaynabo, PR||Apr 2013 - Apr 2014||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2014|
|S65||NASAA Investment Advisors Law Examination||Apr 2016|
Total Assets Under Management241,970MILLIONS
Total Number of Accounts1,594,707ACCOUNTS
Average Account Value$151,733
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- 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
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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