Susan A Mason

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

• 10/2005 → 12/2021
  Fidelity
  Covington, KY
• 07/2018 → 12/2021
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2022 → Present
  Gwfs Equities, Inc
  Greenwood Village, CO
• 03/2022 → Present
  Advised Assets Group, Llc
  Greenwood Village, CO
• 01/2022 → 02/2025
  Boone County School District
  Florence, KY

Previous Registrations

• 2018-07-13 → 2022-01-10
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2010-02-22 → 2018-07-13
  Strategic Advisers Llc
  Covington, KY
  Covington, KY
  Covington, KY
• 2005-04-08 → 2005-10-04
  Valic Financial Advisors, Inc.
  Carmel, IN

Exams

• S66 Uniform Combined State Law Examination
  2010-02-19
• S63 Uniform Securities Agent State Law Examination
  1998-05-08

Other Names

• Susan Butler
• Susan Heaton
• Susan Ann Mason