← 栏目首页 | 数据源：SEC Form ADV Part 1（FOIA 全量数据包）· 该机构最新一次申报（07/01/2024）
FINANCIAL ENGINES ADVISORS L.L.C. · 所有者与执行高管（CRD 104510）
机构事实页：FINANCIAL ENGINES ADVISORS L.L.C. 事实页 → | 官方原文：IAPD firm-summary/104510
Schedule A · 直接所有者（9 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES, LLC | 境内实体 | MEMBER MANAGER | 是 | E |
| O'DONNELL, KELLY, SUSAN | 个人 | PRESIDENT OF EMPLOYER SOLUTIONS | 是 | NA |
| KIMBERLY, THOMAS, ALESBURY | 个人 | EXECUTIVE VICE PRESIDENT, HEAD OF PRODUCT AND TECHNOLOGY | 是 | NA |
| VAN STAVEREN, SUZANNE, MARTINE | 个人 | EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER & CHIEF OPERATING OFFICER | 是 | NA |
| GILFEDDER, NEIL | 个人 | EXECUTIVE VICE PRESIDENT, CHIEF INVESTMENT OFFICER | 是 | NA |
| LAVIGNE, ROBERT | 个人 | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | 是 | NA |
| SHAH, JAY | 个人 | CHIEF EXECUTIVE OFFICER | 是 | NA |
| HANLEY, MEGAN | 个人 | EXECUTIVE VICE PRESIDENT, CHIEF MARKETING OFFICER | 是 | NA |
| AMADIA, A. ALLISON | 个人 | SVP CHIEF LEGAL AND RISK OFFICER | 是 | NA |
Schedule B · 执行高管（9 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| THE EDELMAN FINANCIAL ENGINES CENTER, LLC | MANAGING MEMBER | 是 |
| EDELMAN FINANCIAL ENGINES HOLDINGS IV, LLC | MANAGING MEMBER | 是 |
| EDELMAN FINANCIAL ENGINES HOLDINGS III, LLC | MANAGING MEMBER | 是 |
| EDELMAN FINANCIAL ENGINES HOLDINGS I, LLC | MANAGING MEMBER | 是 |
| EDELMAN FINANCIAL ENGINES HOLDINGS II, INC. | MANAGING MEMBER | 是 |
| EDELMAN FINANCIAL ENGINES HOLDINGS I, LLC | SOLE STOCKHOLDER | 是 |
| EDELMAN FINANCIAL ENGINES, L.P. | MEMBER OF EDELMAN FINANCIAL ENGINES HOLDINGS I, LLC | 是 |
| EDELMAN FINANCIAL ENGINES INVESTMENTS, LLC | MEMBER | 是 |
| H&F FLIGHT GP, LLC | GENERAL PARTNER | 是 |
口径：Form ADV 为投资顾问向 SEC/IARD 的申报，所有者与高管为机构自报；本库取该机构在数据区间内的最新一次申报快照（官方数据包截至 2024-12-31），此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
