Andrew Martin Shand

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

• 01/2014 → 06/2020
  Usaa Financial Advisors Inc
  Phoenix, AZ
• 04/2014 → 12/2020
  Usaa Financial Planning Services
  Phoenix, AZ
• 01/2018 → 06/2019
  Usaa Investment Management Company
  San Antonio, TX
• 06/2019 → 09/2022
  Usaa Investment Services Company
  Phoenix, AZ
• 12/2020 → 09/2022
  Usaa Life Insurance Company
  Phoenix, AZ
• 09/2022 → 06/2026
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 07/2024 → Present
  Synergy Principle, Llc
  El Mirage, AZ
• 06/2026 → Present
  Empower Financial Services, Inc
  Greenwood Village, CO
• 06/2026 → Present
  Empower Advisory Group, Llc
  Greenwood Village, CO

Previous Registrations

• 2022-09-16 → 2026-06-29
  Vanguard Advisers, Inc.
  Scottsdale, AZ
• 2018-01-08 → 2021-12-31
  Usaa Investment Services Company
  San Antonio, TX
  Phoenix, AZ
  Colorado Springs, CO
  Phoenix, AZ
• 2015-05-07 → 2018-01-08
  Usaa Financial Planning Services
  Phoenix, AZ

Other Businesses

NAME OF BUSINESS: SYNERGY PRINCIPLE, LLC NON-INVESTMENT RELATED ADDRESS: EL MIRAGE, AZ NATURE OF BUSINESS: CONSULTING POSITION: OWNER START DATE: 07/2024 APPROX. HOURS/MONTH: 80 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PROVIDE CONSULTING AND DATA ANALYSIS TO START UP SMALL BUSINESSES AND INDIVIDUAL ENTREPRENEURS

Exams

• S66 Uniform Combined State Law Examination
  2015-04-07
• S63 Uniform Securities Agent State Law Examination
  2014-04-01

Other Names

• Andrew M Shand
• Andrew Shand