Peter Lee

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

• 08/2015 → 04/2017
  Gwfs Equities, Inc.
  Andover, MA
• 11/2020 → Present
  Empower Retirement
  Denver, CO
• 05/2017 → 05/2018
  Empower Retirement
  Boston, MA
• 06/2018 → 07/2018
  Unemployed
  Houghton, NY
• 07/2018 → 04/2019
  Houghton College
  Houghton, NY
• 05/2019 → 01/2020
  Unemployed
  King Of Prussia, PA
• 02/2020 → 07/2020
  Cbiz
  Philadelphia, PA
• 08/2020 → 10/2020
  Unemployed
  King Of Prussia, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-08-31
• S63 Uniform Securities Agent State Law Examination
  2021-04-05

Other Names

• Peter Lee
• Peter Theodore Lee