Charles Whitney Wamsley

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

• 10/1997 → 06/2021
  Fidelity Brokerage Services, Inc.
  Cincinnati, OH
• 07/2018 → 06/2021
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 11/2021 → Present
  Gwfs Equities, Inc
  Greenwood Village, CO
• 11/2021 → Present
  Advised Assets Groups, Llc
  Greenwood Village, CO
• 07/2021 → 11/2021
  Unemployed (On Severance)
  Maysville, KY

Previous Registrations

• 2018-07-13 → 2021-07-09
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2005-05-03 → 2018-07-13
  Strategic Advisers Llc
  Covington, KY
  Covington, KY
• 2005-01-25 → 2005-05-04
  Fidelity Personal Trust Company, Fsb
  Covington, KY

Exams

• S66 Uniform Combined State Law Examination
  2004-12-29
• S63 Uniform Securities Agent State Law Examination
  1997-04-10

Other Names

• Charles Ii Wamsley
• Charles Whitney Wamsley
• Charles Whitney Wamsley