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RIA / WealthAdvisor27 years in industry

MEREDITH RAE KITSON

Advisor at EDELMAN FINANCIAL ENGINES

MOUNT PLEASANT, SC

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Search this name across graphsid dfx:ria:b89a6b6d-a6ed-21f4-d616-69ebf16c1614

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jan 24, 2005 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: Dec 16, 1998earliest 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
Exams: S63|S66
First exam: Dec 16, 1998
First registration: Jan 24, 2005
Dual registered: no
Other names: MEREDITH ANDERSON|MEREDITH RAE ANDERSON
IAPD individual key: 3163008

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	Oct 16, 2018	n/a	yes	MOUNT PLEASANT, SC	Current employment
EDELMAN FINANCIAL SERVICES, LLC	Former SEC adviser	Jan 9, 2018	Nov 1, 2018	no	RED BANK, NJ	Previous registration
SIGNATOR INVESTORS, INC.	Former SEC adviser	Apr 15, 2015	Jun 17, 2016	no	PARSIPPANY, NJ	Previous registration
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	Asset manager	Feb 13, 2008	Apr 15, 2015	no	NEW YORK, NY	Previous registration
EAGLE STRATEGIES LLC	Bd affiliated wealth	Oct 29, 2007	Feb 11, 2008	no	PARSIPPANY, NJ	Previous registration
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	Asset manager	Jan 24, 2005	Oct 26, 2006	no	PARSIPPANY, NJ\|NEW YORK, NY	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	Oct 16, 2018	-16	Bulk transfer	Ibd to RIA
SIGNATOR INVESTORS, INC.	EDELMAN FINANCIAL SERVICES, LLC	Jun 17, 2016	Jan 9, 2018	571	Firm change after gap	Other
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	SIGNATOR INVESTORS, INC.	Apr 15, 2015	Apr 15, 2015	0	Firm change	Other
EAGLE STRATEGIES LLC	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	Feb 11, 2008	Feb 13, 2008	2	Firm change	Other
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	EAGLE STRATEGIES LLC	Oct 26, 2006	Oct 29, 2007	368	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
109591:468:NY:2015-04-15	Apr 15, 2015	Apr 15, 2015	NEW YORK, NY	Firm change

Relationships

Registered with (5)

→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: current employment
Oct 16, 2018 to presentfactForm ADV
→ EDELMAN FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jan 9, 2018 to Nov 1, 2018factForm ADV
→ SIGNATOR INVESTORS, INC.Registered adviserregistration: previous registration
Apr 15, 2015 to Jun 17, 2016factForm ADV
→ NEW YORK LIFE INVESTMENT MANAGEMENT LLCRegistered adviserregistration: previous registration
Feb 13, 2008 to Apr 15, 2015factForm ADV
→ EAGLE STRATEGIES LLCRegistered adviserregistration: previous registration
Oct 29, 2007 to Feb 11, 2008factForm ADV

Dated events

No dated event names this entity yet.