Dorath V Chamarthi

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

• 05/2026 → 06/2026
  Tapfin/Ey
  Orlando, FL
• 03/2026 → 04/2026
  Mml/Coastal Wealth
  Fort Lauderdale, FL
• 01/2026 → 03/2026
  Extended Travel
  Orlando, FL
• 04/2024 → 12/2025
  Empower Retirement
  Greenwood, CO
• 01/2023 → 03/2024
  Florida Financial Advisors
  Miami, FL
• 08/2019 → 12/2023
  University Of Illinois
  Champaign, IL
• 08/2015 → 06/2019
  University High School
  Bloomington, IL
• 06/2026 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2025-05-29 → 2026-01-06
  Empower Advisory Group, Llc
  Miami, FL
  Greenwood Village, CO
• 2024-01-26 → 2024-03-01
  Florida Financial Advisors, Llc
  Miami, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-04-25
• S65 Uniform Investment Adviser Law Examination
  2023-12-18

Other Names

• Dorath Chamarthi