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Robert Lyles Bellamy

Investment adviser representative at Empower Advisory Group, LLC
27 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

27 years in the industry.

  1. Empower Advisory Group, LLCNov 2023 to now
  2. Empower Financial Services, IncNov 2023 to now
  3. Wells Fargo Bank, NAJun 2020 to Nov 2023
  4. Wells Fargo Clearing Services, LLCJun 2020 to Nov 2023
  5. TD Waterhouse Investor Services IncFeb 1999 to Apr 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998
  • Series 66 · Uniform Combined State Law2003

State registrations

Registered as an investment adviser representative in 1 state (SC).

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
3106611
Firm CRD
112058
Advisor's SEC record (opens in a new tab)
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