Daniel Patrick Abrams

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

• 05/2015 → 07/2017
  Personal Capital Advisors Corporation
  Denver, CO
• 07/2017 → 04/2023
  Personal Capital Advisors Corporation
  Denver, CO
• 04/2023 → 07/2024
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 04/2023 → 07/2024
  Empower Financial Services, Inc
  Greenwood Village, CO
• 07/2024 → 04/2025
  Edelman Financial Engines
  Santa Clara, CA
• 05/2025 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2023-04-03 → 2024-07-23
  Empower Advisory Group, Llc
  Greenwood Village, CO
  Highlands Ranch, CO
• 2015-01-30 → 2023-04-03
  Personal Capital Advisors Corporation
  Denver, CO
  Denver, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-01-30

Other Names

• Danny Abrams
• Daniel P Abrams