Carla Lanza
Investment adviser representative at Empower Advisory Group, LLC
26 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
26 years in the industry.
- Empower Advisory Group, LLCJan 2023 to now
- Empower Financial Services, IncDec 2022 to now
- J.P. Morgan Securities, LLCNov 2021 to Dec 2022
- JP Morgan Chase Bank, N.A.Nov 2021 to Dec 2022
- UnemployedDec 2020 to Oct 2021
- TIAAMay 2000 to Nov 2020
- TIAA-CREF Individual & Institutional Services, LLCMay 2000 to Nov 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2021
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
- 4192930
- Firm CRD
- 112058