Alina M Pinkard

Employer firm

Edelman Financial Engines CRD 104510

$326B regulatory AUM 322,130 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2010 → 11/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Reston, VA
• 11/2022 → 03/2026
  Financial Engines Advisors L.L.C.
  Santa Clara, CA
• 03/2026 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2012-12-11 → 2022-11-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Reston, VA

Exams

• S66 Uniform Combined State Law Examination
  2012-12-10
• S63 Uniform Securities Agent State Law Examination
  2011-12-10

Other Names

• Alina M Boskarch Freel
• Alina M Boskovich