# DOUGLAS JAMES ULRICH

DOUGLAS JAMES ULRICH is an investment adviser representative (IAR) with state registration records since 2002, appearing at 5 firms. Currently registered with FINANCIAL ENGINES ADVISORS L.L.C..

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [FINANCIAL ENGINES ADVISORS L.L.C.](https://search.stillhousedata.com/firm/104510) | 2018-11-01 | present | Yes |
| [EDELMAN FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/113299) | 2010-05-19 | 2018-11-01 | — |
| [WOLF FINANCIAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/110977) | 2006-01-20 | 2007-12-31 | — |
| [WOLF FINANCIAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/44225) | 2006-01-06 | 2010-04-22 | — |
| [GOLDMAN SACHS WEALTH SERVICES, L.P.](https://search.stillhousedata.com/firm/106693) | 2002-12-03 | 2004-09-10 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4480586)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4480586.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.
