Walter L Pereira

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

• 10/2013 → 01/2024
  Wells Fargo
  Long Branch, NJ
• 04/2015 → 11/2016
  Wells Fargo Advisors, Llc
  Long Branch, NJ
• 11/2016 → 01/2024
  Wells Fargo Clearing Services, Llc
  Long Branch, NJ
• 02/2024 → 05/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Freehold, NJ
• 04/2024 → 05/2025
  Bank Of America, N.A
  Freehold, NJ
• 08/2025 → Present
  Empower Financial Services, Inc
  Greenwood Village, CO
• 08/2025 → Present
  Empower Advisory Group, Llc
  Greenwood Village, CO

Previous Registrations

• 2024-03-05 → 2025-05-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Freehold, NJ
  Red Bank, NJ
• 2021-06-23 → 2024-01-25
  Wells Fargo Clearing Services, Llc
  Long Branch, NJ
  Oakhurst, NJ
  West Long Branch, NJ
  Oakhurst, NJ
  Wall, NJ
  Wall, NJ
  Oakhurst, NJ

Exams

• S66 Uniform Combined State Law Examination
  2021-03-05
• S63 Uniform Securities Agent State Law Examination
  2015-06-17

Other Names

• Walter Pereira
• Walter Leonardo Pereira