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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:

Current Employers
Empower Advisory Group, Llc

8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-06-26
  • NY RA
    APPROVED
    Since 2026-06-26

Branch Locations

8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States

Macedon, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cornerstone Advisory Group, Llc Rochester NY 03/2023 05/2024
World Financial Group Rochester NY 10/2022 01/2023
Corelogic Rochester NY 05/2020 12/2022
Coast Professional, Inc. Geneseo NY 07/2019 03/2020
Excellus Bluecross Blueshield East Rochester NY 04/2019 06/2019
Paychex Penfield NY 12/2018 02/2019
Conserve Rochester NY 01/2018 11/2018
Keybank Rochester NY 10/2016 02/2018
Grubhub Rochester NY 07/2022 09/2022
Shankill Financial Services Shankill, Co Dublin 05/2017 07/2017
Nys Unemployment Fairport NY 03/2020 04/2020
Suny Brockport Brockport NY 08/2016 12/2016
Suny Brockport Brockport NY 01/2017 05/2017
Suny Brockport Brockport NY 08/2017 12/2017
Lpl Financial Llc Rochester NY 03/2023 05/2024
Ascensus Dresher PA 05/2024 05/2026
Empower Financial Services, Inc Greenwood Village CO 06/2026 Present
Empower Advisory Group, Llc Greenwood Village CO 06/2026 Present
  • 03/2023 → 05/2024
    Cornerstone Advisory Group, Llc
    Rochester, NY
  • 10/2022 → 01/2023
    World Financial Group
    Rochester, NY
  • 05/2020 → 12/2022
    Corelogic
    Rochester, NY
  • 07/2019 → 03/2020
    Coast Professional, Inc.
    Geneseo, NY
  • 04/2019 → 06/2019
    Excellus Bluecross Blueshield
    East Rochester, NY
  • 12/2018 → 02/2019
    Paychex
    Penfield, NY
  • 01/2018 → 11/2018
    Conserve
    Rochester, NY
  • 10/2016 → 02/2018
    Keybank
    Rochester, NY
  • 07/2022 → 09/2022
    Grubhub
    Rochester, NY
  • 05/2017 → 07/2017
    Shankill Financial Services
    Shankill, Co Dublin
  • 03/2020 → 04/2020
    Nys Unemployment
    Fairport, NY
  • 08/2016 → 12/2016
    Suny Brockport
    Brockport, NY
  • 01/2017 → 05/2017
    Suny Brockport
    Brockport, NY
  • 08/2017 → 12/2017
    Suny Brockport
    Brockport, NY
  • 03/2023 → 05/2024
    Rochester, NY
  • 05/2024 → 05/2026
    Ascensus
    Dresher, PA
  • 06/2026 → Present
    Empower Financial Services, Inc
    Greenwood Village, CO
  • 06/2026 → Present
    Greenwood Village, CO
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-03-03
S65 Uniform Investment Adviser Law Examination 2023-01-10
  • S63 Uniform Securities Agent State Law Examination
    2023-03-03
  • S65 Uniform Investment Adviser Law Examination
    2023-01-10

View on SEC IAPD

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