Kevin Bostory

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

• 09/2014 → 02/2018
  Scottrade
  Englishtown, NJ
• 02/2018 → 01/2022
  Td Ameritrade, Inc.
  Bridgewater, NJ
• 02/2018 → 01/2022
  Td Ameritrade Investment Management, Llc
  Omaha, NE
• 11/2022 → 08/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Flemington, NJ
• 01/2022 → 11/2022
  Charles Schwab
  Bridgewater, NJ
• 01/2023 → 08/2023
  Bank Of America, N.A.
  Flemington, NJ
• 09/2023 → Present
  Empower Financial Services, Inc
  Greenwood Village, CO
• 09/2023 → Present
  Empower Advisory Group, Llc
  Greenwood Village, CO

Previous Registrations

• 2023-01-24 → 2023-08-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bridgewater, NJ
  Flemington, NJ
• 2022-02-22 → 2022-11-09
  Charles Schwab & Co., Inc.
  Bridgewater, NJ
• 2018-02-26 → 2022-11-09
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Bound Brook, NJ
  Bridgewater, NJ
• 2018-02-27 → 2022-10-14
  Td Ameritrade, Inc.
  Bridgewater, NJ
• 2017-01-27 → 2018-02-26
  Scottrade Investment Management
  Saint Louis, MO
• 2010-02-12 → 2012-07-19
  Park Avenue Securities Llc
  Holmdel, NJ

Other Businesses

I*1070264 For profit or not for profit: For Profit Name of outside business organization: Rental Property 1 Investment related: N Address of business: Ringoes, New Jersey, 08551 Nature of business: Position, title, association: Sole owner, Start date of relationship: 11/10/2022 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Managing rental houses

Exams

• S66 Uniform Combined State Law Examination
  2010-02-05

Other Names

• Kevin A Bostory