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Featured Business Financial Advisor in Fort Myers, FL
Fort Myers Financial Advisors
Financial Engines Advisors, LLC
9160 Forum Corporate Parkway, Suite 350
Fort Myers, FL 33905
(877) 857-3030
Advisor Profile
Sam Mazzola
Name:  Sam Mazzola
Website:  Visit Website
Disclosure Link:
https://legaldocs.financialengines.io/Mast er/FEA_ADV2A_B.pdf. If you would like to receive a copy of the Disclosure Brochure by mail, you can request one by calling Financial Engines at 1-800-601-5957." target="_blank">WiserAdvisor is a solicitor ...

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1.
We help people achieve greater financial clarity by providing
professional investment management, comprehensive
financial planning and advice for everyday Americans.

Financial Engines was co-founded in 1996 by a Nobel Prize-
winning economist and we currently offer financial help to
millions of people. Our unique approach, combined with
powerful online services, dedicated advisors and personal
attention both in and outside of the workplace, promotes
greater financial wellness and helps more Americans get on
track to meet their financial goals.

1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).
 

General Information

CRD#:    4227548
Firm CRD#:    104510
Name of Custodial Firm:    Charles Schwab
States Licensed in:    FL
Years of Experience in Financial Services:    21
Number of Years with Current Firm:    16
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Certified Fund Specialist (CFS)
Securities Licenses:    Series 65, Series 63, Series 7, Series 6
 

Firm Information

Firm's Number of Managed Clients:    9,480,515
Assets Managed by Firm:    $134,400,000,00
Assets Managed by Advisor:    $164,489,462
 
 
 
Prepared By: Sam Mazzola

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