Daniela Karina Erman
Financial advisor at Edelman Financial Engines · Seal Beach, CA
Last updated 2026-10-10
Claim your profileDaniela Karina Erman is a financial advisor at Edelman Financial Engines in Seal Beach, CA, CRD 7274606. Licenses and exams on the registration: Series 65. IAPD registration began 2026-01-02.
Registration
- CRD number
- 7274606
- Registration status
- Active
- IAPD registration
- 2026-01-02
- Industry Experience
- 0 years
- Work Experience
- 12 years
- States registered
- CA, TX
Licenses and exams
- Series 65
Work history
- 2022-12 to Present · Financial Engines Advisors LLC · Santa Clara, CA
- 2014-04 to 2020-03 · The Derm Institute · Redondo Beach, CA
- 2020-03 to 2020-05 · Unemployed · Bellflower, CA
- 2020-05 to 2022-12 · Erman Retirement Advisory · Seal Beach, CA
Current employment
- Edelman Financial Engines · Santa Clara, CA
Edelman Financial Engines
- Regulatory AUM
- $326,285,243,393
- Registered advisors
- 722
- Offices
- 459
- Clients per advisor
- 1723.6 (Very high)
- Average AUM per client
- $262.2K (Low)
- High-net-worth client ratio
- 3.7% (Low)
Edelman Financial Engines: advisors, services and reported ETF investments
About
Daniela Karina Erman is a financial advisor at Edelman Financial Engines in Seal Beach, CA. Reported securities licenses include Series 65. The latest record indicates less than 1 year of industry experience and 12 years of reported work history. Reported roles include Financial Engines Advisors LLC, Erman Retirement Advisory, Unemployed, The Derm Institute.
SEC disclosures list additional business and community activities: 1) Jewish Long Beach; Investment Related: No; Address: 3801 East Willow Street: ; position: appointed board member; start date: 02/01/2024; number of hours/month: 04 hrs; ; hours/mnth during securities trading hours: 0 hrs.
Edelman Financial Engines' firm-level Form ADV reports 722 advisors across 459 offices; approximately 1723.6 clients per advisor, average assets per client of $262,202, and regulatory AUM of $326.3B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Other investment advisers, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $55.7B across 325 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Daniela Karina Erman personally.
Reported ETF positions
Edelman Financial Engines reports 325 ETF positions worth $55.7B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SPYV — State Street SPDR Portfolio S&P 500 Value ETF | $5B |
| SPMB — State Street SPDR Portfolio Mortgage Backed Bond ETF | $4.4B |
| SCHF — Schwab International Equity ETF | $4.1B |
| IGIB — iShares 5-10 Year Investment Grade Corporate Bond ETF | $3.7B |
| VUG — Vanguard Morningstar Growth ETF | $3.3B |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Edelman Financial Engines's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $149.2M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $149.2M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | VCRB — Vanguard Core Bond ETF | $83.5M | Top 99.9% | Residual alpha +0.66% · Residual Sharpe 0.14 |
| Diversification Benefits | JPST — JPMorgan Ultra-Short Income ETF | $3.3M | Top 97.5% | Replicability (R²) 70.1% · Residual Sharpe 0.66 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Edelman Financial Engines on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Subscription Fees (Newsletter or Periodical)
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Engaged in Other Business
- Sells Non-Advisory Products or Services
- Accountant or Accounting Firm
- Insurance Company or Agency
Location
3020 Old Ranch Parkway, Seal Beach, CA 90740
1 advisor at this office.
Contact
The firm's filed contact details.
Official record
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