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Stephanie A Naylor

Empower Advisory Group, LLC

Greenwood Village, CO

Ponte Vedra, FL

CRD 5609324

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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:

Current Employers
Empower Advisory Group, Llc

8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-05-24
  • FL RA
    APPROVED
    Since 2022-05-24

Branch Locations

8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States

Ponte Vedra, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 10/2008 04/2022
Bank Of America, N.A. Jacksonville FL 07/2011 04/2022
Gwfs Equities, Inc Greenwood Village CO 04/2022 Present
Advised Assets Group, Llc Greenwood Village CO 04/2022 Present
  • 10/2008 → 04/2022
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Jacksonville, FL
  • 07/2011 → 04/2022
    Bank Of America, N.A.
    Jacksonville, FL
  • 04/2022 → Present
    Gwfs Equities, Inc
    Greenwood Village, CO
  • 04/2022 → Present
    Advised Assets Group, Llc
    Greenwood Village, CO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-01-16
  • S66 Uniform Combined State Law Examination
    2009-01-16
Other Names
  • Stephanie Ann De Meester
  • Stephanie Ann Naylor

View on SEC IAPD

Nearby Firms

DODDS WEALTH, LLC
MARSHALL INVESTMENT MANAGEMENT, LLC
AXS CAPITAL, LLC

Nearby Investors

BRENNAN PAUL PATE
JOHN MICHAEL DODDS
Natalie Ford

Nearby Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO

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