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RIA / WealthAdvisorCertified Financial Planner20 years in industry

RYAN CHRISTOPHER POIRIER

Advisor at EDELMAN FINANCIAL ENGINES

BETHESDA, MD

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Search this name across graphsid dfx:ria:21ca36e4-c350-ec57-2c1a-c2755c7c5183

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 15, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EDELMAN FINANCIAL ENGINES
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 14, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Aug 14, 2006
First registration: Aug 15, 2006
Dual registered: no
IAPD individual key: 5115928

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EDELMAN FINANCIAL ENGINES	Independent wealth	Nov 1, 2018	n/a	yes	BETHESDA, MD	Current employment
EDELMAN FINANCIAL SERVICES, LLC	Former SEC adviser	Feb 26, 2010	Nov 1, 2018	no	BETHESDA, MD\|FAIRFAX, VA\|ELLICOTT CITY, MD\|BETHESDA, MD	Previous registration
CONVERGENT WEALTH ADVISORS, LLC	Former SEC adviser	May 3, 2007	Jan 8, 2010	no	ROCKVILLE, MD	Previous registration
SUNTRUST INVESTMENT SERVICES, INC.	Former SEC adviser	Aug 15, 2006	Apr 9, 2007	no	FREDERICK, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EDELMAN FINANCIAL SERVICES, LLC	EDELMAN FINANCIAL ENGINES	Nov 1, 2018	Nov 1, 2018	0	Bulk transfer	Ibd to RIA
CONVERGENT WEALTH ADVISORS, LLC	EDELMAN FINANCIAL SERVICES, LLC	Jan 8, 2010	Feb 26, 2010	49	Firm change	Other
SUNTRUST INVESTMENT SERVICES, INC.	CONVERGENT WEALTH ADVISORS, LLC	Apr 9, 2007	May 3, 2007	24	Firm change	Other

Relationships

Registered with (4)

→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: current employment
Nov 1, 2018 to presentfactForm ADV
→ EDELMAN FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Feb 26, 2010 to Nov 1, 2018factForm ADV
→ CONVERGENT WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
May 3, 2007 to Jan 8, 2010factForm ADV
→ SUNTRUST INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Aug 15, 2006 to Apr 9, 2007factForm ADV

Dated events

No dated event names this entity yet.