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RIA / WealthAdvisor16 years in industry

ZACHARY FRANCIS FLETCHER

Advisor at EDELMAN FINANCIAL ENGINES

West Conshohocken, PA

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:9be408ca-8fdf-90d2-57cd-a321d5f88570

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 8, 2013 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 16, 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: 2
Exams: S63|S65
First exam: Mar 16, 2010
First registration: Aug 8, 2013
Dual registered: no
IAPD individual key: 5742628

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	West Conshohocken, PA	Current employment
FINANCIAL ENGINES ADVISOR CENTER, LLC	Former SEC adviser	Apr 1, 2016	Nov 30, 2016	no	PLYMOUTH MEETING, PA\|OVERLAND PARK, KS	Previous registration
THE MUTUAL FUND STORE	Former SEC adviser	Nov 4, 2014	Apr 21, 2016	no	EAST NORRITON, PA	Previous registration
SEI INVESTMENTS MANAGEMENT CORP	Mixed wealth	Aug 8, 2013	Nov 15, 2013	no	OAKS, PA	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	Apr 21, 2016	Apr 1, 2016	-20	Firm change	Other
SEI INVESTMENTS MANAGEMENT CORP	THE MUTUAL FUND STORE	Nov 15, 2013	Nov 4, 2014	354	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
140557:109238:PA:2016-04-21	Apr 21, 2016	Apr 1, 2016	EAST NORRITON, PA	Firm change

Relationships

Registered with (4)

→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: current employment
Nov 30, 2016 to presentfactForm ADV
→ FINANCIAL ENGINES ADVISOR CENTER, LLCRegistered adviserregistration: previous registration
Apr 1, 2016 to Nov 30, 2016factForm ADV
→ THE MUTUAL FUND STORERegistered adviserregistration: previous registration
Nov 4, 2014 to Apr 21, 2016factForm ADV
→ SEI INVESTMENTS MANAGEMENT CORPRegistered adviserregistration: previous registration
Aug 8, 2013 to Nov 15, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9be408ca-8fdf-90d2-57cd-a321d5f88570
First observed: Aug 8, 2013
Last observed: Sep 14, 2026 4 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ZACHARY FRANCIS FLETCHER

Advisor at EDELMAN FINANCIAL ENGINES

West Conshohocken, PA

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:9be408ca-8fdf-90d2-57cd-a321d5f88570

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:16 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

EDELMAN FINANCIAL ENGINES

Independent wealth

Nov 30, 2016

n/a

yes

West Conshohocken, PA

Current employment

FINANCIAL ENGINES ADVISOR CENTER, LLC

Former SEC adviser

Apr 1, 2016

Nov 30, 2016

PLYMOUTH MEETING, PA|OVERLAND PARK, KS

Previous registration

THE MUTUAL FUND STORE

Former SEC adviser

Nov 4, 2014

Apr 21, 2016

EAST NORRITON, PA

Previous registration

SEI INVESTMENTS MANAGEMENT CORP

Mixed wealth

Aug 8, 2013

Nov 15, 2013

OAKS, PA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

FINANCIAL ENGINES ADVISOR CENTER, LLC

EDELMAN FINANCIAL ENGINES

Nov 30, 2016

Bulk transfer

Other

THE MUTUAL FUND STORE

FINANCIAL ENGINES ADVISOR CENTER, LLC

Apr 21, 2016

Apr 1, 2016

-20

Firm change

Other

SEI INVESTMENTS MANAGEMENT CORP

THE MUTUAL FUND STORE

Nov 15, 2013

Nov 4, 2014

354

Firm change

Other

Team

Left

Joined

From

Kind

140557:109238:PA:2016-04-21

Apr 21, 2016

Apr 1, 2016

EAST NORRITON, PA

Firm change