Bryan Todd Smith

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

• 09/2018 → 11/2024
  Charles Schwab & Co., Inc.
  Westlake, TX
• 09/2025 → Present
  Empower Financial Services, Inc
  Greenwood Village, CO
• 09/2025 → Present
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 11/2024 → 09/2025
  Unemployed
  Santo, TX
• 10/2005 → 06/2018
  Fidelity Brokerage Services Llc
  Westlake, TX

Previous Registrations

• 2018-09-28 → 2024-11-19
  Charles Schwab & Co., Inc.
  Austin, TX
  Westlake, TX
  Fort Worth, TX
  Westlake, TX
  Santo, TX
  Westlake, TX
• 2008-08-01 → 2018-06-27
  Strategic Advisers Llc
  Greenwood Village, CO
  Westlake, TX
  Westlake, TX
  Greenwood Village, CO
• 2004-10-22 → 2005-11-01
  Banc Of America Investment Services, Inc.
  Ft. Worth, TX
• 2002-03-25 → 2004-10-25
  Chase Investment Services Corp.
  Dallas, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-04-15
• S63 Uniform Securities Agent State Law Examination
  1994-07-06

Designations

• Certified Financial Planner

Other Names

• Todd Smith
• Bryan T Smith
• Bryan Smith