Marriann Daoud
Investment Adviser Representative at Edelman Financial Engines
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Marriann Daoud is an investment adviser representative with Edelman Financial Engines in Chicago, IL, where they have been registered since 2026. They have worked in the securities industry since 2023 and were previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Illinois.
Registrations & licenses
- Investment adviser:
- Illinois
- Broker:
1 state or territory
Illinois
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- J.P. Morgan Securities LLCJul 2023 – Jun 2025Chicago, IL
- JPMorgan Chase Bank, N.A.Jul 2023 – Jun 2025Chicago, IL
- BMOMay 2022 – Jun 2023Winnetka, IL
- Oasis FinancialAug 2021 – Apr 2022Rosemont, IL
- Rocket MortgageJan 2021 – Jun 2021Skokie, IL
- Fifth Third BankApr 2020 – Dec 2020Niles, IL
- NordstromMar 2019 – Dec 2019Schaumburg, IL
- Ulta Salon Cosmetic Fragrance, IncOct 2017 – Nov 2017Niles, IL
- Nrt Llc/realogyJun 2017 – Aug 2017Deerfield, IL
- Redfin Real Estate CorporationOct 2016 – Jun 2017Rosemont, IL
- RandstadJan 2020 – Feb 2021Skokie, IL
- UnemployedDec 2019 – Apr 2020Skokie, IL
- UnemployedSep 2017 – Sep 2017Skokie, IL
- UnemployedDec 2017 – Mar 2019Skokie, IL
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2025 – Jun 2026Skokie, IL
- Bank of America, N.A.Aug 2025 – Jun 2026Skokie, IL
- Wells Fargo Clearing Services, LLCJun 2026 – no end date reportedChicago, IL
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Edelman Financial Engines
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Subscription fee
- Other
- Firm account minimum
- $5,000 (waivable)
- Estimated blended rate
- 0.0175
- First $400,0001.75%
- Next $350,0001.25%
- Next $250,0001.00%
- Next $2,000,0000.75%
+3 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 715
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Santa Clara, CA
- SEC file number:
- 801-55196
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 24, 2026
View full firm profileOther advisors at Edelman Financial Engines
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Marriann Daoud has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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