Alfred Einstein

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

• 11/2018 → 01/2023
  Personal Capital Advisors Corporation
  Denver, CO
• 09/2014 → 09/2017
  Nth Degree
  Evanston, IL
• 09/2017 → 07/2018
  Surena Restaurant
  Denver, CO
• 07/2018 → 11/2018
  Unemployed
  Denver, CO
• 01/2023 → 04/2023
  Personal Capital Advisors Corporation
  Denver, CO
• 04/2023 → 03/2025
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 10/2023 → 03/2025
  Empower Financial Services, Inc
  Greenwood Village, CO
• 03/2025 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2023-04-03 → 2025-03-27
  Empower Advisory Group, Llc
  Greenwood Village, CO
  Englewood, CO
  Greenwood Village, CO
  Greenwood Village, CO
• 2022-08-22 → 2023-04-03
  Personal Capital Advisors Corporation
  Denver, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-08-22

Other Names

• Charlie Einstein
• Alfred Einstein
• Alfred Chalres Einstein
• Alfred Charles Einstein