Financial Engines, Inc.

NAICS
523930 Investment AdviceThis industry comprises establishments primarily engaged in providing customized investment advice to clients on a fee basis, but do not have the authority to execute trades. Primary activities performed by establishments in this industry are providing financial planning advice and investment counseling to meet the goals and needs of specific clients. Learn more at the U.S. Census Bureau
Name | Role | Address |
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CORPORATION SERVICE COMPANY | Agent | 222 JEFFERSON BOULEVARD SUITE 200, WARWICK, RI, 02888, USA |
Name | Role | Address |
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LAWRENCE M RAFFONE | PRESIDENT | 1050 ENTERPRISE WAY, 3RD FLOOR SUNNYVALE, CA 94089 USA |
Name | Role | Address |
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LEWIS ANTONE JR. | SECRETARY | 1050 ENTERPRISE WAY, 3RD FLOOR SUNNYVALE, CA 94089 USA |
Name | Role | Address |
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CRAIG FOSTER | CFO | 1050 ENTERPRISE WAY, 3RD FLOOR SUNNYVALE, CA 94089 USA |
Name | Role | Address |
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BLAKE R GROSSMAN | DIRECTOR | 1050 ENTERPRISE WAY, 3RD FLOOR SUNNYVALE, CA 94089 USA |
DAVID B YOFFIE | DIRECTOR | 1050 ENTERPRISE WAY, 3RD FLOOR SUNNYVALE, CA 94089 USA |
JOSEPH GRUNDFEST | DIRECTOR | 1050 ENTERPRISE WAY, 3RD FLOOR SUNNYVALE, CA 94089 USA |
Type | Date | Old Value | New Value |
---|---|---|---|
Conversion | 2018-08-21 | Financial Engines, Inc. | Edelman Financial Engines, LLC on 08-21-2018 |
Number | Name | File Date |
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201857811670 | Annual Report | 2018-02-07 |
201741722480 | Annual Report | 2017-04-26 |
201628855890 | Application for Certificate of Authority | 2016-12-14 |
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Date of last update: 01 Jun 2025
Sources: Rhode Island Department of State