Shawn Jason Trimboli
Investment adviser representative at Empower Advisory Group, LLC
16 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
16 years in the industry.
- Empower Advisory Group, LLCMar 2026 to now
- Empower Financial ServicesMar 2026 to now
- Gwfs Equities, Inc.Apr 2022 to Mar 2026
- Prudential Investment Management Services LLCOct 2010 to Apr 2022
- The Prudential Insurance Company of AmericaOct 2010 to Apr 2022
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 4046205
- Firm CRD
- 112058