Veton Kaba
Investment Adviser Representative at Edelman Financial Engines
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Veton Kaba is an investment adviser representative with Edelman Financial Engines in Paramus, NJ, where they have been registered since 2024. They have worked in the securities industry since 2018 and have been registered with 3 firms, including UBS Financial Services Inc. and 1st Global Advisors Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in New Jersey and New York.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New Jersey, New York
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.
- Headquarters Advisory Group, LLCMay 2015 – Sep 2019Parsippany, NJ
- 1st Global Capital Corp.Mar 2017 – Sep 2019Parsippany, NJ
- 1st Global Advisors, Inc.Mar 2017 – Sep 2019Parsippany, NJ
- UnemployedSep 2019 – Aug 2020Pompton Lakes, NJ
- UBS Financial Services Inc.Aug 2020 – Aug 2024Weehawken, NJ
- Edelman Financial EnginesSep 2024 – Sep 2026Santa Clara, CA
- Creative Planning, LLCSep 2026 – no end date reportedOverland Park, KS
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
Showing 12 of 715 in the directory
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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. Veton Kaba 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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