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Daniel Kasman

Edelman Financial Engines

Valhalla, NY

CRD 7773300

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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

AuthorityCategoryStatusDate
NY RA APPROVED 2025-09-03
TX RA APPROVED 2025-09-03
  • NY RA
    APPROVED
    Since 2025-09-03
  • TX RA
    APPROVED
    Since 2025-09-03

Branch Locations

Valhalla, NY • 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
OrganizationCityStateFromTo
Empower Financial Services, Inc Greenwood Village CO 07/2023 08/2024
Webinarkit New York NY 07/2022 02/2023
Rocks Chappaqua NY 09/2021 06/2022
Caremount Medical Mt.KIsco NY 08/2020 05/2021
Cvs Thornwood NY 05/2008 09/2020
Unemployed Valhalla NY 02/2023 07/2023
Unemployed Valhalla NY 05/2021 09/2021
Unemployed Valhalla NY 09/2024 07/2025
Edelman Financial Engines Santa Clara CA 08/2025 Present
  • 07/2023 → 08/2024
    Empower Financial Services, Inc
    Greenwood Village, CO
  • 07/2022 → 02/2023
    Webinarkit
    New York, NY
  • 09/2021 → 06/2022
    Rocks
    Chappaqua, NY
  • 08/2020 → 05/2021
    Caremount Medical
    Mt.KIsco, NY
  • 05/2008 → 09/2020
    Cvs
    Thornwood, NY
  • 02/2023 → 07/2023
    Unemployed
    Valhalla, NY
  • 05/2021 → 09/2021
    Unemployed
    Valhalla, NY
  • 09/2024 → 07/2025
    Unemployed
    Valhalla, NY
  • 08/2025 → Present
    Edelman Financial Engines
    Santa Clara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-03
S63 Uniform Securities Agent State Law Examination 2023-08-28
  • S65 Uniform Investment Adviser Law Examination
    2025-09-03
  • S63 Uniform Securities Agent State Law Examination
    2023-08-28

View on SEC IAPD

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