Patrick Arey

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

• 07/2014 → 02/2017
  Virtus Investment Partners
  East Bridgewater, MA
• 08/2014 → 02/2017
  Vp Distributors Llc
  East Bridgewater, MA
• 02/2017 → 05/2021
  Gwfs Equities, Inc.
  Boston, MA
• 07/2014 → 02/2017
  Vp Distributors Llc
  East Bridgewater, MA
• 07/2014 → 02/2017
  Virtus Investment Partners
  East Bridgewater, MA
• 06/2021 → 03/2023
  Legal & General Investment Management America Inc.
  Chicago, IL
• 09/2021 → 03/2023
  Foreside Financial Services, Llc
  Chicago, IL
• 04/2023 → Present
  Empower Financial Services, Inc
  Greenwood Village, CO
• 04/2023 → Present
  Empower Advisory Group, Llc
  Greenwood Village, CO

Previous Registrations

• 2017-03-27 → 2021-05-19
  Empower Advisory Group, Llc
  Boston, MA
  Greenwood Village, CO
  Halifax, MA
• 2014-10-16 → 2017-02-14
  Virtus Investment Advisers, Llc
  East Bridgewater, MA
  Hartford, CT
  Brockton, MA
  Halifax, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-10-16
• S63 Uniform Securities Agent State Law Examination
  2010-03-22

Other Names

• Patrick B Arey
• Patrick Blais Arey