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Employer firm

Empower Advisory Group, LLC CRD 112058

$195B regulatory AUM 24 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Empower Advisory Group, Llc

8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-02-10
  • FL RA
    APPROVED
    Since 2026-02-10

Branch Locations

Ponte Vedra, FL • United States

8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • 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
Usaa Financial Advisors, Inc Tampa FL 10/2010 08/2017
Usaa Financial Planning Services Tampa FL 10/2010 08/2017
Pricewaterhousecoopers Boston MA 08/2017 12/2017
Unemployed Boston MA 01/2018 03/2018
Pricewaterhousecoopers Jacksonville FL 04/2018 06/2018
Pricewaterhousecoopers Jacksonville FL 10/2018 01/2019
Unemployed Jacksonville FL 07/2018 09/2018
Fidelity Brokerage Services Llc Jacksonville FL 03/2019 05/2025
Fidelity Investments Boston MA 03/2025 05/2025
Facet Baltimore MD 05/2025 10/2025
Empower Advisory Group, Llc Greenwood Village CO 02/2026 Present
Empower Financial Services, Inc Greenwood Village CO 02/2026 Present
Unemployed Ponte Vedra FL 10/2025 02/2026
  • 10/2010 → 08/2017
    Usaa Financial Advisors, Inc
    Tampa, FL
  • 10/2010 → 08/2017
    Usaa Financial Planning Services
    Tampa, FL
  • 08/2017 → 12/2017
    Pricewaterhousecoopers
    Boston, MA
  • 01/2018 → 03/2018
    Unemployed
    Boston, MA
  • 04/2018 → 06/2018
    Pricewaterhousecoopers
    Jacksonville, FL
  • 10/2018 → 01/2019
    Pricewaterhousecoopers
    Jacksonville, FL
  • 07/2018 → 09/2018
    Unemployed
    Jacksonville, FL
  • 03/2019 → 05/2025
    Fidelity Brokerage Services Llc
    Jacksonville, FL
  • 03/2025 → 05/2025
    Fidelity Investments
    Boston, MA
  • 05/2025 → 10/2025
    Baltimore, MD
  • 02/2026 → Present
    Greenwood Village, CO
  • 02/2026 → Present
    Empower Financial Services, Inc
    Greenwood Village, CO
  • 10/2025 → 02/2026
    Unemployed
    Ponte Vedra, FL
Previous Registrations
  • 2025-05-29 → 2025-10-10
    West Palm Beach, FL
    Ponte Vedra, FL
  • 2025-03-31 → 2025-05-28
    Jacksonville, FL
    Ponte Vedra, FL
    Boston, MA
  • 2019-05-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
  • 2010-11-29 → 2017-09-01
    Usaa Financial Planning Services
    Tampa, FL
    Needham, MA
    Tampa, FL
  • 2008-12-01 → 2010-11-03
    First Allied Securities, Inc.
    Cary, NC
    Brownsville, TX
  • 2007-04-10 → 2008-12-05
    Cary, NC
    Clearwater, FL
  • 2000-10-05 → 2002-09-16
    Clearwater, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-04-09
S66 Uniform Combined State Law Examination 2001-02-09
  • S65 Uniform Investment Adviser Law Examination
    2007-04-09
  • S66 Uniform Combined State Law Examination
    2001-02-09
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Gerald James Nassif
  • Gerald Nassif

View on SEC IAPD

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