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RIA / WealthAdvisor20 years in industry

SEAN PATRICK GLAZIER

Advisor at EDELMAN FINANCIAL ENGINES

AKRON, OH | WESTLAKE, OH

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Search this name across graphsid dfx:ria:65dc5fd8-6bf9-5cef-b6a0-06c8bdd46a4e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 4, 2007 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: Nov 3, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: Nov 3, 2005
First registration: Oct 4, 2007
Dual registered: no
Other names: SEAN GLAZIER|SEAN PATRICK GLAZIER
IAPD individual key: 5018657

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	Apr 4, 2021	n/a	yes	AKRON, OH\|WESTLAKE, OH	Current employment
BOYD WATTERSON ASSET MANAGEMENT, LLC	Other adviser	May 31, 2018	Mar 26, 2021	no	Cleveland, OH	Previous registration
E*TRADE CAPITAL MANAGEMENT, LLC	Former SEC adviser	Jul 16, 2010	Apr 19, 2018	no	ARLINGTON, VA\|LOS ANGELES, CA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Oct 4, 2007	Jan 19, 2010	no	SANTA MONICA, CA	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
BOYD WATTERSON ASSET MANAGEMENT, LLC	EDELMAN FINANCIAL ENGINES	Mar 26, 2021	Apr 4, 2021	9	Firm change	Other
E*TRADE CAPITAL MANAGEMENT, LLC	BOYD WATTERSON ASSET MANAGEMENT, LLC	Apr 19, 2018	May 31, 2018	42	Firm change	Other
STRATEGIC ADVISERS LLC	E*TRADE CAPITAL MANAGEMENT, LLC	Jan 19, 2010	Jul 16, 2010	178	Firm change	Other

Relationships

Registered with (4)

→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: current employment
Apr 4, 2021 to presentfactForm ADV
→ BOYD WATTERSON ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 31, 2018 to Mar 26, 2021factForm ADV
→ E*TRADE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 16, 2010 to Apr 19, 2018factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Oct 4, 2007 to Jan 19, 2010factForm ADV

Dated events

No dated event names this entity yet.