DFX Intelligence

Data Factory

RIA / WealthAdvisor26 years in industry

KEITH THOMAS TRUEX

Advisor at EDELMAN FINANCIAL ENGINES

RED BANK, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f1808e15-13e2-23c3-779e-8c6cf50fd4fd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jul 11, 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: Apr 3, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S63|S65|S66
First exam: Apr 3, 2000
First registration: Jul 11, 2005
Dual registered: no
Other names: KEITH T TRUEX
IAPD individual key: 2524122

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	Feb 15, 2022	n/a	yes	RED BANK, NJ	Current employment
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Sep 23, 2014	Jan 14, 2022	no	PRINCETON, NJ\|Red Bank, NJ\|ROSELAND, NJ\|Lincroft, NJ\|Red Bank, NJ\|PRINCETON, NJ	Previous registration
LORD, ABBETT & CO. LLC	Asset manager	May 17, 2012	May 23, 2013	no	JERSEY CITY, NJ	Previous registration
CAMBRIDGE FINANCIAL GROUP, INC.	Independent wealth	Feb 2, 2010	Jun 27, 2011	no	RED BANK, NJ\|COLUMBUS, OH	Previous registration
BOFA ADVISORS, LLC	Former SEC adviser	Jul 11, 2005	Jul 21, 2006	no	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
ADVICE AND PLANNING SERVICES	EDELMAN FINANCIAL ENGINES	Jan 14, 2022	Feb 15, 2022	32	Firm change	Ibd to RIA
LORD, ABBETT & CO. LLC	ADVICE AND PLANNING SERVICES	May 23, 2013	Sep 23, 2014	488	Firm change after gap	Other
CAMBRIDGE FINANCIAL GROUP, INC.	LORD, ABBETT & CO. LLC	Jun 27, 2011	May 17, 2012	325	Firm change	Other
BOFA ADVISORS, LLC	CAMBRIDGE FINANCIAL GROUP, INC.	Jul 21, 2006	Feb 2, 2010	1,292	Firm change after gap	Other

Relationships

Registered with (5)

→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: current employment
Feb 15, 2022 to presentfactForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Sep 23, 2014 to Jan 14, 2022factForm ADV
→ LORD, ABBETT & CO. LLCRegistered adviserregistration: previous registration
May 17, 2012 to May 23, 2013factForm ADV
→ CAMBRIDGE FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Feb 2, 2010 to Jun 27, 2011factForm ADV
→ BOFA ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 11, 2005 to Jul 21, 2006factForm ADV

Dated events

Occurred
Jan 14, 2022
Advisor changed firm
Keith Thomas Truex left Advice And Planning Services for Edelman Financial Engines (registered 2022-02-15)
Form ADVobserved 6 days ago