Thomas G. Magyar

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CRD#: 1776325

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Thomas George Magyar was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 1988. Thomas had worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Biography

I'm passionate about working with my clients and their families to help them achieve their financial and personal goals. In my free time, I enjoy spending time with my family and friends and pursuing outdoor activities including cycling, hiking, and skiing.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) Insurance services offered through Edelman Financial Services, LLC and EF Legacy Securities, LLC; Investment related; Fairfax, VA; Agent for various insurance companies; Agent; Start Date: 06/11/2018; 15hrs/MTH on Activity; 15hrs/MTH during trading hours; Insurance services offered to clients of Edelman Financial Services, LLC and EF Legacy Securities, LLC; (2) Edelman Financial Services, LLC; Investment Related; Fairfax, VA; Financial planning services for clients of Edelman Financial Services, LLC; Financial Planner; Start Date: 06/11/2018; 160HRS/MTH on activity; 160HRS/MTH during trading hours; Financial planning services for clients of Edelman Financial Services, LLC.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Education

State University of New York at Albany

Experience

Past

November 1, 2018 - August 29, 2024

EDELMAN FINANCIAL ENGINES

RIA

CRD#: 104510

SILVER SPRING, MD

Past

July 13, 2018 - November 1, 2018

EDELMAN FINANCIAL SERVICES, LLC

RIA

CRD#: 113299

SILVER SPRING, MD

Past

July 13, 2018 - October 31, 2018

RETIREONE INVESTMENT SERVICES, LLC

CRD#: 269923

SILVER SPRING, MD

Past

May 28, 2007 - June 14, 2018

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

BETHESDA, MD

Past

October 22, 1994 - December 31, 1995

TEACHERS PERSONAL INVESTORS SERVICES, INC.

CRD#: 36130

NEW YORK, NY

Past

June 1, 1990 - June 14, 2018

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

BETHESDA, MD

Past

April 3, 1988 - September 1, 1989

OPPENHEIMER & CO. INC.

CRD#: 249

NEW YORK, NY

Past

April 1, 1988 - April 12, 1988

FAHNESTOCK INTERNATIONAL INC.

CRD#: 279

NEW YORK, NY

Past

February 23, 1988 - April 1, 1988

OPPENHEIMER & CO. INC.

CRD#: 249

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

EDELMAN FINANCIAL ENGINES

EDELMAN FINANCIAL ENGINES | FINANCIAL ENGINES ADVISORS LLC | FINANCIAL ENGINES ADVISORS L.L.C.

CRD#: 104510 / SEC#: 801-55196

RIA

Registered Investment Advisory firm - (1/14/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/25/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/18/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/20/1988

General Securities Representative Examination

Current Firm

EDELMAN FINANCIAL ENGINES

EDELMAN FINANCIAL ENGINES | FINANCIAL ENGINES ADVISORS LLC | FINANCIAL ENGINES ADVISORS L.L.C.

CRD#: 104510 / SEC#: 801-55196

RIA

Registered Investment Advisory firm - (1/14/1998 Approved)

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Contact information

Main Address

3945 Freedom Circle, Santa Clara, CA 95054

Mailing Address

Phone number

(800) 601-5957

Established

Firm type

Fiscal year end

# of Employees

1,616

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EFE_ADV_PART_2A_03.31.2025 (3/31/2025)

EFE_WRAP_FEE_BROCHURE_03.31.2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,552,934
AUM (Assets Under Management)	$ 292,902,969,770

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

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Firm Stability Insights

Thomas G. Magyar

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Education

State University of New York at Albany

Experience

EDELMAN FINANCIAL SERVICES, LLC

RETIREONE INVESTMENT SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TEACHERS PERSONAL INVESTORS SERVICES, INC.

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

OPPENHEIMER & CO. INC.

FAHNESTOCK INTERNATIONAL INC.

OPPENHEIMER & CO. INC.

Primary Firm SEC Registration

EDELMAN FINANCIAL ENGINES

State Registrations and Notice Filings

Exams

Series 66

Date: 5/25/2007

Series 63

Date: 3/18/1988

SIE

Date: 10/1/2018

Series 7

Date: 2/20/1988

Current Firm

EDELMAN FINANCIAL ENGINES

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EDELMAN FINANCIAL ENGINES

TRUST BUT VERIFY

Contact information

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