# CAITLIN CHEN

CAITLIN CHEN is an investment adviser representative (IAR) with state registration records since 2005, appearing at 4 firms. Currently registered with FINANCIAL ENGINES ADVISORS L.L.C..

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [FINANCIAL ENGINES ADVISORS L.L.C.](https://search.stillhousedata.com/firm/104510) | 2018-10-12 | present | Yes |
| [EDELMAN FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/113299) | 2010-05-06 | 2018-11-01 | — |
| [TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC](https://search.stillhousedata.com/firm/20472) | 2008-03-05 | 2010-03-19 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2005-07-20 | 2007-05-10 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2820181)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2820181.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing 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.