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RIA / WealthAdvisor21 years in industry

MARY MARGARET MCGRAIL

Advisor at EDELMAN FINANCIAL ENGINES

NORWOOD, MA

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Search this name across graphsid dfx:ria:dba9240d-8403-045e-2ad4-b56382e47622

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Sep 19, 2006 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: Oct 16, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Oct 16, 2004
First registration: Sep 19, 2006
Dual registered: no
Other names: MARY MCGRAIL
IAPD individual key: 4824177

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	Aug 15, 2016	Nov 1, 2018	no	NEWTON, MA\|FAIRFAX, VA	Previous registration
WINSLOW, EVANS & CROCKER, INC.	Former SEC adviser	Jun 28, 2010	Jan 12, 2015	no	BOSTON, MA\|BOSTON, MA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Mar 3, 2010	Jul 6, 2010	no	RIVERSIDE, RI\|LINCOLN, RI\|WALTHAM, MA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Sep 19, 2006	Apr 29, 2009	no	WELLESLEY HILLS, 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
WINSLOW, EVANS & CROCKER, INC.	EDELMAN FINANCIAL SERVICES, LLC	Jan 12, 2015	Aug 15, 2016	581	Firm change after gap	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	WINSLOW, EVANS & CROCKER, INC.	Jul 6, 2010	Jun 28, 2010	-8	Firm change	Other

Relationships

Registered with (4)

→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: current employment
Nov 1, 2018 to presentfactForm ADV
→ EDELMAN FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Aug 15, 2016 to Nov 1, 2018factForm ADV
→ WINSLOW, EVANS & CROCKER, INC.Registered adviserregistration: previous registration
Jun 28, 2010 to Jan 12, 2015factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Mar 3, 2010 to Jul 6, 2010factForm ADV

Dated events

No dated event names this entity yet.