Alfred Einstein
Investment adviser representative at Edelman Financial Engines
12 yearsExperience
3 statesRegistered in
$326.3BFirm assets
28 yearsFirm in business
Are you Alfred Einstein? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Edelman Financial EnginesMar 2025 to now
- Empower Financial Services, IncOct 2023 to Mar 2025
- Empower Advisory Group, LLCApr 2023 to Mar 2025
- Personal Capital Advisors CorporationNov 2018 to Apr 2023
- UnemployedJul 2018 to Nov 2018
- Surena RestaurantSep 2017 to Jul 2018
- Nth DegreeSep 2014 to Sep 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 3 states (CO, TX, VA).
Edelman Financial Engines
Legal name: Financial Engines Advisors L.L.C.
$326.3BAssets managed
1,244,406Clients
721Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7225687
- Firm CRD
- 104510