DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner16 years in industry

SPENCER DOUGLAS CROW

Advisor at EDELMAN FINANCIAL ENGINES

SAN ANTONIO, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2a5783c3-cf24-3fe6-1a63-4b6b3f898253

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 18, 2010 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 27, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Aug 27, 2010
First registration: Oct 18, 2010
Dual registered: no
Other names: SPENCER CROW
IAPD individual key: 5819393

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 30, 2016	n/a	yes	SAN ANTONIO, TX	Current employment
FINANCIAL ENGINES ADVISOR CENTER, LLC	Former SEC adviser	Jul 1, 2013	Nov 30, 2016	no	OVERLAND PARK, KS\|SAN ANTONIO, TX	Previous registration
THE MUTUAL FUND STORE	Former SEC adviser	Jan 11, 2012	Jul 1, 2013	no	SAN ANTONIO, TX	Previous registration
EDWARD JONES	National bd RIA	Oct 18, 2010	Aug 3, 2011	no	SHAVANO PARK, TX\|ST LOUIS, MO\|SAN ANTONIO, TX\|SAN ANTONIO, TX\|SAN ANTONIO, TX	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
FINANCIAL ENGINES ADVISOR CENTER, LLC	EDELMAN FINANCIAL ENGINES	Nov 30, 2016	Nov 30, 2016	0	Bulk transfer	Other
THE MUTUAL FUND STORE	FINANCIAL ENGINES ADVISOR CENTER, LLC	Jul 1, 2013	Jul 1, 2013	0	Firm change	Other
EDWARD JONES	THE MUTUAL FUND STORE	Aug 3, 2011	Jan 11, 2012	161	Firm change	Other

Relationships

Registered with (4)

→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: current employment
Nov 30, 2016 to presentfactForm ADV
→ FINANCIAL ENGINES ADVISOR CENTER, LLCRegistered adviserregistration: previous registration
Jul 1, 2013 to Nov 30, 2016factForm ADV
→ THE MUTUAL FUND STORERegistered adviserregistration: previous registration
Jan 11, 2012 to Jul 1, 2013factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Oct 18, 2010 to Aug 3, 2011factForm ADV

Dated events

No dated event names this entity yet.