David Lawrence Steinberg

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

• 01/2019 → 03/2022
  T. Rowe Price
  Colrado Springs, CO
• 06/2018 → 01/2019
  Unemployed
  Colorado Springs, CO
• 03/2022 → Present
  Gwfs Equities, Inc
  Greenwood Village, CO
• 03/2022 → Present
  Advised Assets Group, Llc
  Greenwood Village, CO
• 03/2008 → 06/2018
  The Ayco Company, L.P./Mercer Allied
  Albany, NY

Previous Registrations

• 2019-02-12 → 2022-03-24
  T. Rowe Price Advisory Services, Inc.
  Colorado Springs, CO
• 2007-10-18 → 2007-11-15
  Atlas Private Wealth Management, Llc
  Williamstown, MA
• 2006-11-06 → 2007-10-19
  Dion Money Management Inc
  Williamstown, MA

Exams

• S66 Uniform Combined State Law Examination
  2019-02-11
• S63 Uniform Securities Agent State Law Examination
  1998-10-19

Other Names

• David Lawrence Steinberg
• David Steinberg