Daniel Andres Rothery

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

• 10/2017 → 03/2020
  Deutsche Bank Trust Company Am
  Miami, FL
• 03/2022 → 10/2023
  Deutsche Bank Trust Company Am
  Miami, FL
• 01/2016 → 09/2017
  Caf-Development Bank Of Latin America
  Caracas
• 03/2020 → 03/2022
  Deutsche Bank Trust Company Am
  Miami, FL
• 11/2023 → 03/2024
  Crestone Asset Management, Llc
  Boulder, CO
• 04/2024 → 02/2025
  Pathstone
  Boulder, CO
• 01/2026 → Present
  Edelman Financial Engines
  Santa Clara, CA
• 02/2025 → 01/2026
  Unemployed
  Boulder, CO

Previous Registrations

• 2024-05-29 → 2025-02-20
  Pathstone
  Englewood, NJ
  Boulder, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-28

Other Names

• Daniel Rothery
• Daniel Rothery Vidaurre
• Daniel Andres Rothery Vidaurre