Chris Andrew Daniels

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

• 08/2013 → 07/2017
  Tdameritrade, Inc.
  Fort Worth, TX
• 07/2017 → 11/2025
  Personal Capital
  Dallas, TX
• 04/2023 → 11/2025
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 11/2025 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2023-04-03 → 2025-11-19
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 2017-07-20 → 2023-04-03
  Personal Capital Advisors Corporation
  Dallas, TX
  Greenwood Village, CO
  Dallas, TX
• 2013-08-27 → 2017-07-28
  Td Ameritrade, Inc.
  Omaha, NE
  Fort Worth, TX
  Westlake, TX
• 2013-08-27 → 2017-07-28
  Td Ameritrade Investment Management, Llc
  Fort Worth, TX

Exams

• S66 Uniform Combined State Law Examination
  2013-08-22
• S63 Uniform Securities Agent State Law Examination
  2012-04-30

Other Names

• Chris Andrew Daniels
• Christopher Andrew Daniels
• Daniels Andrew Chris