EDELMAN FINANCIAL ADVISORS LLC
Legal name: EDELMAN FINANCIAL ADVISORS LLC
CRD #144494 SEC #801-68266 FAIRFAX, VA 888-752-6742
SEC Registered
Total AUM
$329.5M
Discretionary
$329.5M
Employees
--
Clients
0
Accounts
2,716
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 20, 2009
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| EDWARDS, JOE | I | BOARD OF MANAGERS | NA | Control |
| EDWARDS, JOE | I | BOARD OF MANAGERS | NA | Control |
| EDWARDS, JOE | I | BOARD OF MANAGERS | NA | Control |
| EDWARDS, JOE | I | BOARD OF MANAGERS | NA | Control |
| EDWARDS, JOE | I | BOARD OF MANAGERS | NA | Control |
| EDWARDS, JOE | I | BOARD OF MANAGERS | NA | Control |
| EDWARDS, JOE | I | BOARD OF MANAGERS | NA | Control |
| EDWARDS, JOE | I | BOARD OF MANAGERS | NA | Control |
| EDWARDS, JOE | I | BOARD OF MANAGERS | NA | Control |
| FANELLI, LOUIS | I | CHIEF MARKETING OFFICER | NA | Control |
| PARKER, ERAINE, JOHNSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PARKER, ERAINE, JOHNSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PARKER, ERAINE, JOHNSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PARKER, ERAINE, JOHNSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PARKER, ERAINE, JOHNSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PARKER, ERAINE, JOHNSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PARKER, ERAINE, JOHNSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PARKER, ERAINE, JOHNSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PARKER, ERAINE, JOHNSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBERTS, LESLEY, V | I | CHIEF OPERATING OFFICER | NA | Control |
| EDELMAN, FREDRIC, MARK | I | CHAIRMAN AND CEO | E | Control |
| EDELMAN, FREDRIC, MARK | I | CHAIRMAN AND CEO | E | Control |
| EDELMAN, FREDRIC, MARK | I | CHAIRMAN AND CEO | E | Control |
| EDELMAN, FREDRIC, MARK | I | CHAIRMAN AND CEO | E | Control |
| EDELMAN, FREDRIC, MARK | I | CHAIRMAN AND CEO | E | Control |
| EDELMAN, FREDRIC, MARK | I | CHAIRMAN AND CEO | E | Control |
| EDELMAN, FREDRIC, MARK | I | CHAIRMAN AND CEO | E | Control |
| EDELMAN, FREDRIC, MARK | I | CHAIRMAN AND CEO | E | Control |
| EDELMAN, FREDRIC, MARK | I | CHAIRMAN AND CEO | E | Control |
| MOORE, EDWARD, PHILIP | I | PRESIDENT | B | Control |
| MOORE, EDWARD, PHILIP | I | PRESIDENT | B | Control |
| MOORE, EDWARD, PHILIP | I | PRESIDENT | B | Control |
| MOORE, EDWARD, PHILIP | I | PRESIDENT | B | Control |
| MOORE, EDWARD, PHILIP | I | PRESIDENT | B | Control |
| MOORE, EDWARD, PHILIP | I | PRESIDENT | B | Control |
| SANDERS MORRIS HARRIS GROUP | DE | MINORITY OWNER | B | |
| SANDERS MORRIS HARRIS GROUP | DE | MINORITY OWNER | B | |
| SANDERS MORRIS HARRIS GROUP | DE | MINORITY OWNER | B | |
| SANDERS MORRIS HARRIS GROUP | DE | MINORITY OWNER | B | |
| SANDERS MORRIS HARRIS GROUP | DE | MINORITY OWNER | B | |
| SANDERS MORRIS HARRIS GROUP | DE | MINORITY OWNER | B | |
| MOORE, EDWARD, PHILIP | I | PRESIDENT | A | Control |
| MOORE, EDWARD, PHILIP | I | PRESIDENT | A | Control |
| MOORE, EDWARD, PHILIP | I | PRESIDENT | A | Control |
| SANDERS MORRIS HARRIS GROUP | DE | MINORITY OWNER | A | |
| SANDERS MORRIS HARRIS GROUP | DE | MINORITY OWNER | A | |
| SANDERS MORRIS HARRIS GROUP | DE | MINORITY OWNER | A |
Registrations
Federal
IA
Feb 20, 2009 REGISTERED
Notice Filings (51)
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 RI SC SD TN TX UT VA VI VT WA WI WV
Address
4000 LEGATO ROAD, 9TH FLOORFAIRFAX, VA 22033
United States
Phone: 888-752-6742