Bernard Joseph Gillis

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

• 09/2022 → 09/2022
  Kingman Yacht Center
  Cataumet, MA
• 06/2022 → 09/2023
  Mcadam Llc
  Boston, MA
• 06/2022 → 09/2022
  Ymca
  Hopkinton, MA
• 10/2021 → 01/2022
  Ups
  Billerica, MA
• 06/2020 → 10/2021
  Rise Private Wealth Management
  Bedford, NH
• 01/2020 → 03/2020
  Saint Anselm College
  Manchester, NH
• 11/2019 → 01/2020
  Ups
  Wilmington, MA
• 07/2015 → 08/2019
  All Mass Camps
  Saugus, MA
• 07/2022 → 08/2022
  All Mass Camps
  Saugus, MA
• 08/2016 → 06/2018
  Malden Catholic
  Malden, MA
• 08/2018 → 06/2022
  Saint Anselm College
  Manchester, MA
• 01/2024 → Present
  Empower Financial Services, Inc
  Greenwood Village, CO
• 10/2023 → 12/2023
  The Cookie Monstah
  North Andover, MA

Previous Registrations

• 2022-10-12 → 2023-09-27
  Mcadam Llc
  Radnor, PA
  Boston, MA

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-03-05
• S65 Uniform Investment Adviser Law Examination
  2022-09-16