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RIA / WealthAdvisor29 years in industry

ISABEL JACQUELYN COOPER

Advisor at EDELMAN FINANCIAL ENGINES

ASHBURN, VA

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Search this name across graphsid dfx:ria:3775b8ac-39cc-05ce-4310-a955e834199e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Sep 15, 2000 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: Oct 21, 1996earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Oct 21, 1996
First registration: Sep 15, 2000
Dual registered: no
IAPD individual key: 1708168

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	ASHBURN, VA	Current employment
EDELMAN FINANCIAL SERVICES, LLC	Former SEC adviser	Jul 17, 2009	Nov 1, 2018	no	ASHBURN, VA\|ALEXANDRIA, VA\|FAIRFAX, VA\|ALEXANDRIA, VA\|ASHBURN, VA	Previous registration
EDELMAN FINANCIAL ADVISORS LLC	n/a	Nov 15, 2007	Jul 20, 2009	no	FAIRFAX, VA	Previous registration
EAGLE STRATEGIES LLC	Bd affiliated wealth	Oct 7, 2004	Oct 5, 2007	no	BETHESDA, MD	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Sep 15, 2000	Jun 22, 2004	no	VIENNA, VA	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
EDELMAN FINANCIAL ADVISORS LLC	EDELMAN FINANCIAL SERVICES, LLC	Jul 20, 2009	Jul 17, 2009	-3	Firm change	Other
EAGLE STRATEGIES LLC	EDELMAN FINANCIAL ADVISORS LLC	Oct 5, 2007	Nov 15, 2007	41	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	EAGLE STRATEGIES LLC	Jun 22, 2004	Oct 7, 2004	107	Firm change	Other

Relationships

Registered with (5)

→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: current employment
Nov 1, 2018 to presentfactForm ADV
→ EDELMAN FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jul 17, 2009 to Nov 1, 2018factForm ADV
→ EDELMAN FINANCIAL ADVISORS LLCRegistered adviserregistration: previous registration
Nov 15, 2007 to Jul 20, 2009factForm ADV
→ EAGLE STRATEGIES LLCRegistered adviserregistration: previous registration
Oct 7, 2004 to Oct 5, 2007factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Sep 15, 2000 to Jun 22, 2004factForm ADV

Dated events

No dated event names this entity yet.