DisclosureLens
Social EngineeringFinancial ServicesFinancePhishingStolen CredentialsData ExfiltratedCustomer Data InvolvedGovernment IDIdentity (basic)FinancialMediumContained

THE EDELMAN FINANCIAL ENGINES CENTER, LLC

bd_d0f61c316195a5fe · schema v1 · pii pii-v1

Severity

Medium

Discovered

Jan 7, 2026

Filed

Feb 9, 2026

To disclose

5 weeks

Affected

4state residents only

Linked

7 filings

Confidence

66%
Full breach record for THE EDELMAN FINANCIAL ENGINES CENTER, LLC

Edelman Financial Engines reported a cybersecurity incident on January 7, 2026, where an unauthorized third party gained access to two employee accounts via social engineering. A small subset of client information, including SSNs and financial planning data, was accessed for 4 New Hampshire residents. Access was promptly terminated, and affected individuals were notified on January 28, 2026, with 24 months of credit monitoring offered.

Incident timeline

discovery → filing · 5 weeks / 33 days

Jan 7, 2026

Begins

Jan 7, 2026

Discovered

Feb 9, 2026

Filed

vs. sector median

4 wks faster

This filing is one of 7 about the same incident.View merged incident

Linked disclosures

Why this link?

Regulatory filings (6) · sorted by filing gap

Show 2 more filingsup to 12d gap

Filing propagation · 7 filings · 7 states

View merged incident ↗
Indiana State AGJan 28 · first
Nebraska State AGJan 28 · first
New Hampshire State AG+12d · this page

Pattern: first filing Jan 28 (IN), last Feb 9 (NH) — a 12-day rolling notification. Rolling spreads often mean counsel is filing as thresholds trip per state. Why this link?

Evidence ladder

Leak-site claim

Attacker assertion only. Establishes: claim date, group, alleged victim.

Press / market report

Unlocks: incident narrative, operational impact. Still no compliance clock.

State AG / regulator filingThis record

Unlocks: discovery date, data types, affected count, compliance clock.

SEC 8-K / victim statement

Unlocks: materiality, stated response, full audit trail. Ceiling removed.