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Scott Michael Perry

Empower Advisory Group, LLC

Greenwood Village, CO

CRD 5760041

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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
WA RA APPROVED 2023-04-03
  • WA RA
    APPROVED
    Since 2023-04-03

Branch Locations

8515 East Orchard Rd 4T2, Greenwood Village, CO 80111

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
First Merchants Trust Franklin IN 01/2016 01/2017
Cetera Investment Services Llc St Cloud MN 02/2016 01/2017
Cetera Investment Advisors Llc Franklin IN 05/2016 01/2017
Fisher Investments Camas WA 02/2017 05/2020
Unemployed Washougal WA 11/2020 Present
Personal Capital Advisors Corporation Washougal WA 05/2022 Present
Bcforward Washougal WA 09/2020 10/2020
Amazon Troutdale OR 08/2020 09/2020
Empower Advisory Group, Llc Greenwood Village CO 04/2023 Present
  • 01/2016 → 01/2017
    First Merchants Trust
    Franklin, IN
  • 02/2016 → 01/2017
    Cetera Investment Services Llc
    St Cloud, MN
  • 05/2016 → 01/2017
    Cetera Investment Advisors Llc
    Franklin, IN
  • 02/2017 → 05/2020
    Camas, WA
  • 11/2020 → Present
    Unemployed
    Washougal, WA
  • 05/2022 → Present
    Personal Capital Advisors Corporation
    Washougal, WA
  • 09/2020 → 10/2020
    Bcforward
    Washougal, WA
  • 08/2020 → 09/2020
    Amazon
    Troutdale, OR
  • 04/2023 → Present
    Greenwood Village, CO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-04-25
S63 Uniform Securities Agent State Law Examination 2010-05-14
  • S66 Uniform Combined State Law Examination
    2016-04-25
  • S63 Uniform Securities Agent State Law Examination
    2010-05-14

View on SEC IAPD

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