Monica Adriana Mantilla

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

• 06/2017 → 08/2018
  Td Ameritrade
  San Diego, CA
• 06/2016 → 06/2017
  Td Ameritrade
  Omaha, NE
• 08/2014 → 05/2017
  University Of Nebraska- Omaha
  Omaha, NE
• 08/2018 → 07/2019
  Morgan Stanley
  Orlando, FL
• 08/2018 → 07/2019
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 07/2019 → 06/2026
  Fidelity Brokerage Services Llc
  Orlando, FL
• 03/2025 → 06/2026
  Fidelity Investments
  Boston, MA
• 07/2026 → Present
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 07/2026 → Present
  Empower Financial Services, Inc
  Greenwood Village, CO

Previous Registrations

• 2025-03-31 → 2026-07-06
  Strategic Advisers Llc
  Escondido, CA
  San Diego, CA
  Sacramento, CA
  San Diego, CA
  Escondido, CA
  San Diego, CA
  San Diego, CA
  Boston, MA
• 2019-09-11 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Altamonte Springs, FL
• 2018-08-29 → 2019-07-17
  Morgan Stanley
  Orlando, FL
• 2017-08-18 → 2018-03-20
  Td Ameritrade, Inc.
  San Diego, CA
• 2017-08-18 → 2018-03-20
  Td Ameritrade Investment Management, Llc
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2017-08-17

Designations

• Certified Financial Planner

Other Names

• Monica Adriana Mantilla Vergeli
• Monica Adriana Mantilla
• Monica Mantilla