Anne Siobhan Kelly
Investment adviser representative at Empower Advisory Group, LLC
39 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
39 years in the industry.
- Empower Advisory Group, LLCMar 2023 to now
- Empower Financial Services, IncMar 2023 to now
- First RepublicApr 2022 to Mar 2023
- Empower RetirementJun 2021 to Apr 2022
- UnemployedJan 2020 to May 2021
- Putnam Investments-putnam Retail ManagementJun 1987 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 1810316
- Firm CRD
- 112058