Stephanie Anne Secor
Investment adviser representative at Empower Advisory Group, LLC
19 yearsExperience
1 stateRegistered in
$195.4BFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
19 years in the industry.
- Empower Advisory Group, LLCSep 2025 to now
- Empower Financial Services, IncMay 2025 to now
- Empower Retirement LLCMar 2025 to May 2025
- Charles Schwab & CoApr 2023 to Mar 2025
- Goldman Sachs & Co LLCOct 2017 to Apr 2023
- UnemployedMar 2017 to Sep 2017
- Citigroup Global Markets Inc.May 2007 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1986
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (TX).
Empower Advisory Group, LLC
$195.4BAssets managed
297,074Clients
1,979Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1454139
- Firm CRD
- 112058