Inactive

Kurt Leon Fauerbach

Edelman Financial Engines

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Current Employers

Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2010-01-06

MA RA
APPROVED

Since 2010-01-06

Branch Locations

28 State Street 21St Floor, Boston, MA 02109 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Financial Engines Advisors L.L.C.	Boston	MA	07/2008	09/2022
Financial Engines Advisors L.L.C.	Santa Clara	CA	09/2022	Present

07/2008 → 09/2022

Financial Engines Advisors L.L.C.

Boston, MA
09/2022 → Present

Financial Engines Advisors L.L.C.

Santa Clara, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2009-12-30

S65 Uniform Investment Adviser Law Examination

2009-12-30

View on SEC IAPD

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Other Investors

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Holly A Dumlupinar

Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA

BAYPINE HOLDINGS LP · BOSTON, MA

GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA

LONGWOOD MANAGEMENT LLC · BOSTON, MA

ADVENT INTERNATIONAL, L.P. · BOSTON, MA

NEW HERITAGE CAPITAL, LLC · BOSTON, MA

WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA

NEWPATH MANAGEMENT, L.P. · BOSTON, MA

More in Boston, MA

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