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RIA / WealthAdvisorCertified Financial Planner27 years in industry

ERIC ARMANDO LASSO

Advisor at EDELMAN FINANCIAL ENGINES

ORLANDO, FL

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Search this name across graphsid dfx:ria:52dc8a0f-02ba-f21b-6026-e0f359ec48d4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jun 30, 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: May 5, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: May 5, 1999
First registration: Jun 30, 2006
Dual registered: no
Other names: ERIC LASSO
IAPD individual key: 3201387

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	ORLANDO, FL	Current employment
EDELMAN FINANCIAL SERVICES, LLC	Former SEC adviser	Aug 19, 2015	Nov 1, 2018	no	ORLANDO, FL\|FAIRFAX, VA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Nov 4, 2013	Aug 24, 2015	no	ALTAMONTE SPRINGS, FL	Previous registration
INDEPENDENT FINANCIAL PARTNERS	Bd affiliated wealth	Dec 3, 2010	Sep 24, 2013	no	ORLANDO, FL\|ORLANDO, FL	Previous registration
FIFTH THIRD SECURITIES, INC.	Bd affiliated wealth	Apr 8, 2008	Nov 19, 2010	no	OCOEE, FL\|OVIEDO, FL\|CLERMONT, FL\|ORLANDO, FL\|WINTER GARDEN, FL\|OCOEE, FL\|ORLANDO, FL\|ORLANDO, FL\|KISSIMMEE, FL\|APOPKA, FL\|APOPKA, FL\|ORLANDO, FL\|OCOEE, FL	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jun 30, 2006	Nov 23, 2007	no	ORLANDO, FL	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
STRATEGIC ADVISERS LLC	EDELMAN FINANCIAL SERVICES, LLC	Aug 24, 2015	Aug 19, 2015	-5	Firm change	Other
INDEPENDENT FINANCIAL PARTNERS	STRATEGIC ADVISERS LLC	Sep 24, 2013	Nov 4, 2013	41	Firm change	Other
FIFTH THIRD SECURITIES, INC.	INDEPENDENT FINANCIAL PARTNERS	Nov 19, 2010	Dec 3, 2010	14	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	FIFTH THIRD SECURITIES, INC.	Nov 23, 2007	Apr 8, 2008	137	Firm change	Other

Relationships

Registered with (6)

→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: current employment
Nov 1, 2018 to presentfactForm ADV
→ EDELMAN FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Aug 19, 2015 to Nov 1, 2018factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Nov 4, 2013 to Aug 24, 2015factForm ADV
→ INDEPENDENT FINANCIAL PARTNERSRegistered adviserregistration: previous registration
Dec 3, 2010 to Sep 24, 2013factForm ADV
→ FIFTH THIRD SECURITIES, INC.Registered adviserregistration: previous registration
Apr 8, 2008 to Nov 19, 2010factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jun 30, 2006 to Nov 23, 2007factForm ADV

Dated events

No dated event names this entity yet.