Matthew K Lorenzo

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

• 05/2017 → 09/2017
  E*Trade Securities Llc
  Sandy, UT
• 05/2017 → 09/2017
  E*Trade Capital Management Llc
  Sandy, UT
• 10/2015 → Present
  Liquidshop
  South Jordan, UT
• 09/2017 → 05/2019
  E*Trade Securities Llc
  Sandy, UT
• 09/2017 → 05/2019
  E*Trade Capital Management Llc
  Sandy, UT
• 05/2019 → 02/2020
  E*Trade Securities Llc
  Sandy, UT
• 05/2019 → 02/2020
  E*Trade Capital Management Llc
  Sandy, UT
• 02/2020 → 11/2023
  E*Trade Securities Llc
  Sandy, UT
• 02/2020 → 11/2023
  E*Trade Capital Management Llc
  Sandy, UT
• 09/2023 → 12/2025
  Morgan Stanley
  Sandy, UT
• 12/2025 → Present
  Empower Financial Services, Inc
  Greenwood Village, CO
• 12/2025 → Present
  Empower Advisory Group, Llc
  Greenwood Village, CO

Previous Registrations

• 2023-09-05 → 2025-12-05
  Morgan Stanley
  Sandy, UT
• 2017-05-18 → 2023-09-05
  Harrisdirect Llc
  Sandy, UT
  Arlington, VA
• 2010-12-06 → 2015-10-09
  Strategic Advisers Llc
  Salt Lake City, UT

Other Businesses

1. LiquidShop 2. It is not investment related. 3. 3585 Via Terra, SLC, UT 84115 4. The firm develops manufacturing software for the Netsuite platform. 5. I am a 10% Partner. 6. I started 10/1/2015. 7. I spend maybe an hour a week on the business. 8. Zero hours during securities business. 9. I am in contact with a couple of clients on a fairly limited basis.

Exams

• S66 Uniform Combined State Law Examination
  2010-12-01
• S63 Uniform Securities Agent State Law Examination
  2010-09-10

Other Names

• Matthew Lorenzo
• Matthew Karl Lorenzo