Meredith D Perez

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

• 10/2014 → 07/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Round Rock, TX
• 10/2014 → 07/2022
  Bank Of America, N.A.
  Round Rock, TX
• 07/2022 → Present
  Gwfs Equities, Inc
  Greenwood Village, CO
• 07/2022 → Present
  Advised Assets Group, Llc
  Greenwood Village, CO

Previous Registrations

• 2014-10-10 → 2022-07-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Austin, TX
  Austin, TX
  Austin, TX
  Round Rock, TX
  Austin, TX
  Austin, TX
  Katy, TX
  Katy, TX
  Houston, TX
  Houston, TX
  Katy, TX
  Houston, TX
  Houston, TX
  Houston, TX
• 2014-01-28 → 2014-10-14
  Equitable Advisors, Llc
  Austin, TX
  Austin, TX
  Austin, TX

Other Businesses

AMP Vending Solutions, LLC / Accounting, Recordkeeping. Primarily my spouse's initiative. I will be listed on the LLC and help with accounting and recordkeeping as needed. 4 hours per month; 0 during normal business hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-01-21
• S63 Uniform Securities Agent State Law Examination
  2011-08-24

Other Names

• Meredith Danielle Mcclure
• Meredith D Mcclure