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RIA / WealthAdvisor33 years in industry

STEVEN EDWARD CROSSETT

Advisor at EDELMAN FINANCIAL ENGINES

MELBOURNE, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Jan 23, 1996 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: Jun 4, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: Jun 4, 1993
First registration: Jan 23, 1996
Dual registered: no
Other names: STEVE CROSSETT|STEVEN E CROSSETT
IAPD individual key: 1977387

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 6, 2016	n/a	yes	MELBOURNE, FL	Current employment
FINANCIAL ENGINES ADVISOR CENTER, LLC	Former SEC adviser	Jun 25, 2015	Dec 1, 2016	no	MELBOURNE, FL\|OVERLAND PARK, KS	Previous registration
THE MUTUAL FUND STORE	Former SEC adviser	Aug 8, 2007	Sep 2, 2015	no	MELBOURNE, FL\|OVERLAND PARK, KS	Previous registration
THE MUTUAL FUND STORE	n/a	Aug 6, 2007	Dec 11, 2008	no	OVERLAND PARK, KS	Previous registration
THE MUTUAL FUND STORE	n/a	Jun 6, 2007	Dec 31, 2007	no	WEST PALM BEACH, FL	Previous registration
THE MUTUAL FUND STORE	n/a	Apr 10, 2007	Jun 12, 2007	no	WILDWOOD, MO	Previous registration
O'SULLIVAN CREEL WEALTH ADVISORS, LLP	n/a	Feb 12, 2004	Feb 23, 2007	no	PENSACOLA, FL	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jan 23, 1996	Jan 13, 2004	no	DESTIN, 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
FINANCIAL ENGINES ADVISOR CENTER, LLC	EDELMAN FINANCIAL ENGINES	Dec 1, 2016	Oct 6, 2016	-56	Bulk transfer	Other
THE MUTUAL FUND STORE	FINANCIAL ENGINES ADVISOR CENTER, LLC	Sep 2, 2015	Jun 25, 2015	-69	Channel change	Other
THE MUTUAL FUND STORE	THE MUTUAL FUND STORE	Dec 11, 2008	Aug 8, 2007	-491	Firm change after gap	Other
THE MUTUAL FUND STORE	THE MUTUAL FUND STORE	Dec 31, 2007	Aug 6, 2007	-147	Firm change after gap	Other
THE MUTUAL FUND STORE	THE MUTUAL FUND STORE	Jun 12, 2007	Jun 6, 2007	-6	Firm change	Other
O'SULLIVAN CREEL WEALTH ADVISORS, LLP	THE MUTUAL FUND STORE	Feb 23, 2007	Apr 10, 2007	46	Firm change	Other
CHARLES SCHWAB & CO., INC.	O'SULLIVAN CREEL WEALTH ADVISORS, LLP	Jan 13, 2004	Feb 12, 2004	30	Firm change	Other

Relationships

Registered with (6)

→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: current employment
Oct 6, 2016 to presentfactForm ADV
→ FINANCIAL ENGINES ADVISOR CENTER, LLCRegistered adviserregistration: previous registration
Jun 25, 2015 to Dec 1, 2016factForm ADV
→ THE MUTUAL FUND STORERegistered adviserregistration: previous registration
Aug 8, 2007 to Sep 2, 2015factForm ADV
→ THE MUTUAL FUND STORERegistered adviserregistration: previous registration
Aug 6, 2007 to Dec 11, 2008factForm ADV
→ O'SULLIVAN CREEL WEALTH ADVISORS, LLPRegistered adviserregistration: previous registration
Feb 12, 2004 to Feb 23, 2007factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jan 23, 1996 to Jan 13, 2004factForm ADV

Dated events

No dated event names this entity yet.