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Suzanne Marie Mchugh

Investment adviser representative at Empower Advisory Group, LLC
15 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

15 years in the industry.

  1. Empower Advisory Group, LLCNov 2017 to now
  2. Gwfs Equities, Inc.Nov 2013 to now
  3. Rcm&dJan 2012 to now
  4. Lockton Companies, LLCMay 2011 to now
  5. Lockton Financial Advisors, LLCMay 2011 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000
  • Series 65 · Uniform Investment Adviser Law2017

State registrations

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

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
4180727
Firm CRD
112058
Advisor's SEC record (opens in a new tab)
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