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RIA / WealthAdvisorCertified Financial Planner12 years in industry

ASHLEY ELIZABETH MORRIS

Advisor at EDELMAN FINANCIAL ENGINES

MOSELEY, VA

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Search this name across graphsid dfx:ria:db5b4fc3-5cdb-d62f-2855-d1232333a7df

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: 2
On other graphs: 0
Observed: Nov 8, 2016 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: Aug 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Aug 1, 2014
First registration: Nov 8, 2016
Dual registered: no
IAPD individual key: 6254105

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 23, 2024	n/a	yes	MOSELEY, VA	Current employment
Facet	Independent wealth	Jan 21, 2022	Sep 23, 2024	no	Moseley, VA\|WEST PALM BEACH, FL	Previous registration
VANGUARD ADVISERS, INC.	Bd affiliated wealth	Nov 17, 2017	Jan 24, 2022	no	Charlotte, NC	Previous registration
KEATLEY WEALTH MANAGEMENT, LLC	Former SEC adviser	Nov 8, 2016	Oct 9, 2017	no	CHARLOTTE, NC	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
Facet	EDELMAN FINANCIAL ENGINES	Sep 23, 2024	Oct 23, 2024	30	Firm change	RIA to RIA
VANGUARD ADVISERS, INC.	Facet	Jan 24, 2022	Jan 21, 2022	-3	Firm change	Ibd to RIA
KEATLEY WEALTH MANAGEMENT, LLC	VANGUARD ADVISERS, INC.	Oct 9, 2017	Nov 17, 2017	39	Firm change	Other

Relationships

Registered with (4)

→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: current employment
Oct 23, 2024 to presentfactForm ADV
→ FACETRegistered adviserregistration: previous registration
Jan 21, 2022 to Sep 23, 2024factForm ADV
→ VANGUARD ADVISERS, INC.Registered adviserregistration: previous registration
Nov 17, 2017 to Jan 24, 2022factForm ADV
→ KEATLEY WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Nov 8, 2016 to Oct 9, 2017factForm ADV

Dated events

Occurred
Sep 23, 2024
Advisor changed firm
Ashley Elizabeth Morris left Facet for Edelman Financial Engines (registered 2024-10-23)
Form ADVobserved 6 days ago
Occurred
Jan 24, 2022
Advisor changed firm
Ashley Elizabeth Morris left Vanguard Advisers, Inc. for Facet (registered 2022-01-21)
Form ADVobserved 6 days ago