Sharon Lee Zumstein

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

• 07/2017 → 01/2019
  Td Ameritrade
  Northbrook, IL
• 04/2016 → Present
  Century 21
  Chicago, IL
• 02/2019 → 11/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rolling Meadows, IL
• 01/2020 → 01/2024
  Bank Of America, N.A
  Rolling Meadows, IL
• 09/2020 → 11/2021
  University Of Wisconsin
  Whitewater, WI
• 09/2012 → 12/2016
  University Of Illinois At Chicago
  Chicago, IL
• 11/2021 → 01/2024
  Fidelity Investments
  Salt Lake City, UT
• 02/2024 → Present
  Empower Financial Services, Inc
  Greenwood Village, CO
• 02/2024 → Present
  Empower Advisory Group, Llc
  Greenwood Village, CO

Previous Registrations

• 2022-01-10 → 2024-01-19
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT
• 2019-11-06 → 2021-11-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
  New York, NY
  Chicago, IL
  Mount Prospect, IL
  Arlington Heights, IL

Other Businesses

OBA-64568|OrgNmn:Century 21 SGR|Org Addr:Chicago,Illinois,US|OBA Nature:Hold Illinois License only for|Invst Rel:Y|Title:Independent Contractor|Duties:Access to MLS, or representation of own property|StrtDt:04-30-2016|TotHrs/mon:0.1|TrdHrs/mon:0|OBA-64572|

Exams

• S66 Uniform Combined State Law Examination
  2019-11-05

Other Names

• Sharon J Lee
• Sharon Lee
• Sharon Lee Zumstein