# EDELMAN FINANCIAL SERVICES, LLC

EDELMAN FINANCIAL SERVICES, LLC of FAIRFAX, VA is an SEC-registered investment adviser.

## Registration

- CRD: 113299
- Type: SEC-registered investment adviser
- SEC file number: 801-64567
- Location: 4000 LEGATO ROAD, 9TH FLOOR, FAIRFAX, VA, 22033-2892
- Phone: 703-818-0800
- Latest filing: 2018-08-18
- Regulatory AUM: $21.7B
- Discretionary AUM: $21.7B
- Clients: 434
- Accounts: 85,909

## Officers, owners & control persons (37)

_Showing 25 of 37 people._

| Name | Role | Location |
| --- | --- | --- |
| Parker Johnson | CHIEF COMPLIANCE OFFICER | San Francisco, CA |
| Lee Haskell | BOARD OF MANAGERS; DIRECTOR; MANAGER (+2 more) | New York, NY |
| Parker Reed Johnson | CHIEF COMPLIANCE OFFICER | — |
| GORMLEY STEPHEN KEVIN | BOARD OF MANAGERS; DIRECTOR; MANAGER (+1 more) | — |
| MCMAKEN BRUCE ROBERT | MEMBER, BOARD OF MANAGERS | — |
| GARRISON ROBERT EDWARD | MEMBER, BOARD OF MANAGERS | — |
| BALL GEORGE LESTER | BOARD OF MANAGERS; DIRECTOR; MANAGER (+1 more) | — |
| EDELMAN FREDRIC MARK | BOARD OF MANAGERS; CHAIRMAN; CHAIRMAN AND CEO (+11 more) | — |
| MOORE EDWARD PHILIP | BOARD OF MANAGERS; DIRECTOR AND EXECUTIVE VICE PRESIDENT; MANAGER (+4 more) | — |
| HARPE SUSAN ANN | CHIEF COMPLIANCE OFFICER & VICE PRESIDENT, COMPLIANCE; CHIEF COMPLIANCE OFFICER & VICE PRESIDENT, OPERATIONS; VICE PRESIDENT, OPERATIONS & CCO | — |
| EDWARDS JOE | MEMBER, BOARD OF MANAGERS | — |
| HAYES WILLIAM PATRICK | GENERAL COUNSEL | — |
| COQUELIN WILLIAM CARL | CHIEF INFORMATION OFFICER | — |
| CORDILL STEPHEN RICHARD | MEMBER, BOARD OF MANAGERS | — |
| ROBERTS LESLEY V | CHIEF ADMINISTRATIVE OFFICER; CHIEF OPERATING OFFICER; MEMBER, BOARD OF MANAGERS (+2 more) | — |
| CONTI DOMENICO | CHIEF FINANCIAL OFFICER; MEMBER, BOARD OF MANAGERS AND CHIEF FINANCIAL OFFICER | — |
| PARKER CHRISTOPHER | CHIEF EXECUTIVE OFFICER | — |
| FANELLI LOUIS | CHIEF MARKETING OFFICER | — |
| KIM JOO JAMES JIN | BOARD OF MANAGERS; MANAGING MEMBER | — |
| MORRISON GLENN DAVID | MANAGING MEMBER | — |
| ROTBERG JOSEPH BERNARD | BOARD OF MANAGERS; MANAGING MEMBER | — |
| HOCHBERG BENJAMIN ALEXIS | BOARD OF MANAGERS | — |
| RODRIGUEZ DANIEL J | BOARD OF MANAGERS; DIRECTOR; MANAGER | — |
| HOCHBERG BENJAMIN | DIRECTOR; MANAGER; MANAGING MEMBER | — |
| CANTOR DIANA FINE | BOARD OF MANAGERS | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/113299/brochure
- Similar advisers: https://search.stillhousedata.com/firm/113299/similar
- Related entities: https://search.stillhousedata.com/firm/113299/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/113299

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.