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RIA / WealthAdvisorCertified Financial Planner37 years in industry

ROBERT JAMES ANDREOLA

Advisor at EDELMAN FINANCIAL ENGINES

NORWOOD, MA

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Search this name across graphsid dfx:ria:aba17a60-799a-8092-e0da-95552f68e0f8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 13, 2002 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: Apr 5, 1989earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Apr 5, 1989
First registration: Sep 13, 2002
Dual registered: no
Other names: ROBERT JAMES ANDREOLA|ROBERT JAMES ANDREOLA
IAPD individual key: 1924032

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	NORWOOD, MA	Current employment
EDELMAN FINANCIAL SERVICES, LLC	Former SEC adviser	May 16, 2016	Nov 1, 2018	no	FOXBORO, MA\|FAIRFAX, VA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jan 25, 2012	Apr 22, 2016	no	Boston, MA	Previous registration
VOYA FINANCIAL PARTNERS, LLC	Former SEC adviser	Sep 13, 2002	Mar 14, 2008	no	RAYNHAM, MA\|N. QUINCY, MA\|PLYMOUTH, MA\|WINDSOR, CT\|PLYMOUTH, MA\|WINDSOR, CT\|PLYMOUTH, MA	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
CHARLES SCHWAB & CO., INC.	EDELMAN FINANCIAL SERVICES, LLC	Apr 22, 2016	May 16, 2016	24	Firm change	Other
VOYA FINANCIAL PARTNERS, LLC	CHARLES SCHWAB & CO., INC.	Mar 14, 2008	Jan 25, 2012	1,412	Firm change after gap	Other

Relationships

Registered with (4)

→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: current employment
Nov 1, 2018 to presentfactForm ADV
→ EDELMAN FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
May 16, 2016 to Nov 1, 2018factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jan 25, 2012 to Apr 22, 2016factForm ADV
→ VOYA FINANCIAL PARTNERS, LLCRegistered adviserregistration: previous registration
Sep 13, 2002 to Mar 14, 2008factForm ADV

Dated events

No dated event names this entity yet.