Daniel James Bucchin

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:

Current Employers

Edelman Financial Engines

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

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2026-01-05
FL	RA	APPROVED	2025-07-07
AZ	RA	APPROVED	2025-05-23
PA	RA	APPROVED	2025-05-14
TX	RA	APPROVED	2025-05-14

VA RA
APPROVED

Since 2026-01-05
FL RA
APPROVED

Since 2025-07-07
AZ RA
APPROVED

Since 2025-05-23
PA RA
APPROVED

Since 2025-05-14
TX RA
APPROVED

Since 2025-05-14

Branch Locations

Atlantic Beach, FL • United States

4742 N 24Th St Suite 400, Phoenix, AZ 85016 • United States

4000 Legato Road 8Th Floor, Fairfax, VA 22033 • 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
United States Army	Newark	DE	09/2013	05/2017
University Of Delaware	Newark	DE	09/2013	05/2017
Ameriprise Financial	Bethlehem	PA	06/2016	07/2016
Ameriprise Financial	Bethlehem	DE	01/2017	02/2017
Ameriprise Financial Services, Inc.	Bethlehem	PA	05/2017	11/2017
Ameriprise Financial Services, Inc	Bethlehem	PA	08/2021	01/2024
Edelman Financial Engines	Santa Clara	CA	05/2025	01/2026
Us Army	Fort Totten	NY	02/2024	11/2024
Unemployed	Bethlehem	PA	11/2024	04/2025
Edelman Financial Engines	Santa Clara	CA	01/2026	Present
Ameriprise Financial Services, Inc	Bethlehem	PA	03/2018	07/2021
United States Army	Fort Huachuca	AZ	11/2017	03/2018

09/2013 → 05/2017

United States Army

Newark, DE
09/2013 → 05/2017

University Of Delaware

Newark, DE
06/2016 → 07/2016

Ameriprise Financial

Bethlehem, PA
01/2017 → 02/2017

Ameriprise Financial

Bethlehem, DE
05/2017 → 11/2017

Ameriprise Financial Services, Inc.

Bethlehem, PA
08/2021 → 01/2024

Ameriprise Financial Services, Inc

Bethlehem, PA
05/2025 → 01/2026

Edelman Financial Engines

Santa Clara, CA
02/2024 → 11/2024

Us Army

Fort Totten, NY
11/2024 → 04/2025

Unemployed

Bethlehem, PA
01/2026 → Present

Edelman Financial Engines

Santa Clara, CA
03/2018 → 07/2021

Ameriprise Financial Services, Inc

Bethlehem, PA
11/2017 → 03/2018

United States Army

Fort Huachuca, AZ

Previous Registrations

2021-08-12 → 2024-02-02

Ameriprise Financial Services, Llc

Bethlehem, PA
2018-03-19 → 2021-07-20

Ameriprise Financial Services, Llc

Bethlehem, PA
2017-08-21 → 2017-11-07

Ameriprise Financial Services, Llc

Bethlehem, PA

Other Businesses

1) Real Estate Ownership; Multi-Family; Bethlehem, PA 18018; Not Investment Related; January 2020/ Multi-Family; Hellertown, PA 18055; Investment Related; April 2021/ Multi-Family; Bethlehem, PA 18018; Investment Related; November 2022. 2) U.S. Army Reserve; INVESTMENT RELATED: No; ADDRESS: 200 Duane Rd, Fort Totten, NY 11359; NATURE: Military Reservist; POSITION: Captain; START DATE: 07/19/2025; NUMBER OF HOURS/MONTH: 16 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Training Management.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-08-01

S66 Uniform Combined State Law Examination

2017-08-01

Designations

Certified Financial Planner
Chartered Financial Consultant

Other Names

Daniel James Bucchin
Daniel Bucchin

View on SEC IAPD