Sam J Lacaria
Investment adviser representative at Empower Advisory Group, LLC
23 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
23 years in the industry.
- Empower Advisory Group, LLCSep 2026 to now
- Empower Financial Services, IncSep 2026 to now
- LPL FinancialJan 2025 to Aug 2026
- M&t BankJan 2025 to Aug 2026
- Citizens Securities, Inc.Aug 2022 to Jan 2025
- Cetera Investment Advisers LLCJun 2021 to Aug 2022
- Cetera Financial Specialists LLCDec 2010 to Aug 2022
- Aci Financial Services, Inc.Mar 2003 to Apr 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (WV).
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
- 2313413
- Firm CRD
- 112058