John Dorso

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → 01/2017
  Td Ameritrade, Inc
  Boston, MA
• 02/2018 → 01/2020
  Cuso Financial Services, Lp
  San Diego, CA
• 01/2017 → 02/2018
  Unemployed
  Winthrop, MA
• 02/2020 → 10/2021
  Ameriprise Financial Services, Inc
  Wellesley, MA
• 10/2023 → Present
  Empower Financial Services, Inc
  Greenwood Village, CO
• 09/2021 → 07/2023
  U.S. Bank
  425 Walnut St, OH
• 10/2025 → Present
  Empower Advisory Group, Llc
  Greenwood Village, CO

Previous Registrations

• 2020-02-05 → 2020-12-31
  Ameriprise Financial Services, Llc
  Wellesley, MA
• 2018-03-19 → 2020-02-06
  Cuso Financial Services, L.P.
  Woburn, MA
  Danvers, MA
  Medford, MA
  San Diego, CA
  Cambridge, MA
  Malden, MA
  Wallkill, NY
  Napanoch, NY
  West Haven, CT
  Port Chester, NY
  Wayne, NJ
  New York, NY
  Liberty, NY
• 2016-04-05 → 2017-01-30
  Td Ameritrade, Inc.
  Boston, MA
• 2016-04-05 → 2017-01-30
  Td Ameritrade Investment Management, Llc
  Boston, MA
• 2015-05-04 → 2016-03-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 2013-04-17 → 2014-08-21
  Citizens Securities, Inc.
  Dedham, MA
  Canton, MA

Other Businesses

Salem State University Adjunct Professor. 352 Lafayette St, Salem, Ma 01970. Adjunct Professor for Accounting, Corporate Finance and Managerial Accounting. Not Investment Related. I have worked off and on for the last 8 Years. Started 9/2015. When I teach it takes approximately 8 Hours a month. I do not devote any time to this during business or trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2025-10-31
• S63 Uniform Securities Agent State Law Examination
  2004-11-12

Other Names

• John Richard Dorso
• John Richard Dorso