Matthew Casinelli

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

• 08/2016 → 11/2020
  Charles Schwab & Co., Inc
  Lone Tree, CO
• 08/2016 → 04/2017
  Grady Properties
  Denver, CO
• 08/2018 → 11/2020
  Charles Schwab Bank Ssb
  Lone Tree, CO
• 11/2020 → 04/2023
  Personal Capital Advisors Corporation
  Denver, CO
• 04/2023 → Present
  Empower Advisory Group, Llc
  Greenwood Village, CO

Previous Registrations

• 2020-11-10 → 2023-04-03
  Personal Capital Advisors Corporation
  Denver, CO
• 2018-06-18 → 2020-11-09
  Charles Schwab & Co., Inc.
  Lone Tree, CO
  Lone Tree, CO
  Frisco, CO
  Lone Tree, CO

Other Businesses

Casinelli Custom Storage, LLC / Owner. Running solo LLC for side hustle as Handyman. 20 hours per month; 0 during normal business hours.

Exams

• S66 Uniform Combined State Law Examination
  2018-06-18
• S63 Uniform Securities Agent State Law Examination
  2016-09-13

Other Names

• Matthew Jamison Casinelli