Don Felipe Santos
Investment adviser representative at Empower Advisory Group, LLC
27 yearsExperience
1 stateRegistered in
ChFC®Designation
$195.4BFirm assets
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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
27 years in the industry.
- Empower Advisory Group, LLCOct 2024 to now
- Gwfs Equities, Inc.Apr 2022 to now
- Prudential Insurance Company of AmericaAug 2019 to now
- Prudential Investment Management Services LLCAug 2019 to now
- TIAADec 1999 to Jun 2019
- TIAA-CREF Individual & Institutional Services, LLCDec 1999 to Jun 2019
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 2186942
- Firm CRD
- 112058