Amin N Dabit

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

• 10/2013 → 05/2021
  Personal Capital Advisors
  Denver, CO
• 08/2023 → Present
  Edelman Financial Engines
  Santa Clara, CA
• 05/2021 → 10/2022
  Alto Solutions
  Nashville, TN
• 11/2022 → 07/2023
  Ad Capital
  Louisville, CO

Previous Registrations

• 2013-10-17 → 2021-05-07
  Personal Capital Advisors Corporation
  Denver, CO
  Denver, CO
• 2008-07-01 → 2013-09-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Denver, CO
  Denver, CO
• 2005-10-26 → 2008-03-20
  Ubs Financial Services Inc.
  Boulder, CO
  Boulder, CO

Other Businesses

1) AD Capital; INVESTMENT RELATED: No; ADDRESS: Louisville, CO 80027; NATURE: Industrial Real Estate holdings; POSITION: Owner; START DATE: 04/03/2023; NUMBER OF HOURS/MONTH: 05 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: This is a holding company for Real Estate property.

Exams

• S66 Uniform Combined State Law Examination
  2005-09-26

Designations

• Certified Financial Planner

Other Names

• Amin Nicola Dabit