Anthony Ferrara

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

• 11/2021 → 01/2023
  Personal Capital Advisors Corporation
  Boulder, CO
• 11/2018 → 11/2021
  Wood Mackenzie
  Boulder, CO
• 06/2017 → 10/2018
  Logicmanager
  Boston, MA
• 08/2013 → 05/2017
  Boston College
  Chestnut Hill, MA
• 01/2023 → 04/2023
  Personal Capital Advisors Corporation
  Boulder, CO
• 04/2023 → 02/2026
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 10/2025 → 02/2026
  Empower Financial Services, Inc
  Greenwood Village, CO
• 03/2026 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2023-04-03 → 2026-02-27
  Empower Advisory Group, Llc
  Greenwood Village, CO
  Boulder, CO
  Boulder, CO
  Greenwood Village, CO
  Greenwood Village, CO
• 2022-09-08 → 2023-04-03
  Personal Capital Advisors Corporation
  Boulder, CO
  Greenwood Village, CO

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-12-30
• S65 Uniform Investment Adviser Law Examination
  2022-09-08

Designations

• Certified Financial Planner