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RIA / WealthAdvisor25 years in industry

MARKEITH ANTHONI ROWLEY

Advisor at EDELMAN FINANCIAL ENGINES

PLANTATION, FL

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Search this name across graphsid dfx:ria:3aadc66b-2168-06b9-9f9b-d730f166014f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Feb 27, 2003 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: Mar 20, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Mar 20, 2001
First registration: Feb 27, 2003
Dual registered: no
Other names: MARK ANTHONI ROWLEY|MARK ANTHONI ROWLEY|MARK ANTHONI ROWLEY|MARKEITH ANTHONI ROWLEY|MARKEITH A ROWLEY|MARKEITH ROWLEY
IAPD individual key: 4163141

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	May 30, 2019	n/a	yes	PLANTATION, FL	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Nov 28, 2018	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Jul 15, 2015	Jul 13, 2018	no	BOCA RATON, FL\|CORAL GABLES, FL	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Mar 18, 2014	Jun 4, 2015	no	FORT LAUDERDALE, FL	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Nov 15, 2005	Aug 20, 2013	no	OWINGS MILLS, MD\|KING OF PRUSSIA, PA\|CARY, NC	Previous registration
FIDELITY PERSONAL TRUST COMPANY, FSB	n/a	Nov 4, 2004	Nov 15, 2005	no	TYSONS CORNER, VA	Previous registration
CHEVY CHASE FINANCIAL SERVICES	n/a	Feb 27, 2003	Sep 1, 2004	no	BETHESDA, 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
FIDELITY PERSONAL AND WORKPLACE ADVISORS	EDELMAN FINANCIAL ENGINES	Nov 28, 2018	May 30, 2019	183	Firm change	Ibd to RIA
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	STRATEGIC ADVISERS LLC	Jun 4, 2015	Jul 15, 2015	41	Firm change	Wirehouse to ibd
STRATEGIC ADVISERS LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Aug 20, 2013	Mar 18, 2014	210	Firm change	Ibd to wirehouse
FIDELITY PERSONAL TRUST COMPANY, FSB	STRATEGIC ADVISERS LLC	Nov 15, 2005	Nov 15, 2005	0	Firm change	Other
CHEVY CHASE FINANCIAL SERVICES	FIDELITY PERSONAL TRUST COMPANY, FSB	Sep 1, 2004	Nov 4, 2004	64	Firm change	Other

Relationships

Registered with (6)

→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: current employment
May 30, 2019 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Nov 28, 2018factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Jul 15, 2015 to Jul 13, 2018factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Mar 18, 2014 to Jun 4, 2015factForm ADV
→ FIDELITY PERSONAL TRUST COMPANY, FSBRegistered adviserregistration: previous registration
Nov 4, 2004 to Nov 15, 2005factForm ADV
→ CHEVY CHASE FINANCIAL SERVICESRegistered adviserregistration: previous registration
Feb 27, 2003 to Sep 1, 2004factForm ADV

Dated events

No dated event names this entity yet.