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EK

Efrata D. Kirose

Some features on this profile are disabled
CRD#: 7628178
EK

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Efrata Dawit Kirose was a registered financial professional .

Efrata is a previously registered financial professional and started their career in finance in 2023. Efrata had worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

September 17, 2025 - March 5, 2026

ALIGN IMPACT, LLC

RIA
CRD#: 176516
DENVER, CO
Past

July 20, 2023 - January 10, 2024

SYNTRINSIC LLC

RIA
CRD#: 327054
DENVER, CO
Past

February 16, 2023 - December 31, 2023

SYNTRINSIC INVESTMENT COUNSEL, LLC.

RIA
CRD#: 147978
DENVER, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AI
ALIGN IMPACT, LLC
ALIGN IMPACT | ALIGN IMPACT, LLC

CRD#: 176516 / SEC#: 801-96173

RIA
Registered Investment Advisory firm - (5/1/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 10/22/2022
Uniform Investment Adviser Law Examination

Current Firm

AI
ALIGN IMPACT, LLC
ALIGN IMPACT | ALIGN IMPACT, LLC

CRD#: 176516 / SEC#: 801-96173

RIA
Registered Investment Advisory firm - (5/1/2015 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1001 Bannock St 3rd Floor, Denver, CO 80204
Mailing Address
Phone number
(805) 243-8055
Established
Firm type
Fiscal year end
# of Employees
23

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A-ALIGN IMPACT, LLC (10/2/2025)

Regulatory assets under management

Total Number of Accounts139
AUM (Assets Under Management)$ 782,266,040

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ALIGN IMPACT, LLC

CRD#: 176516

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