Daniel Mark Goldfarb
Investment adviser representative at Empower Advisory Group, LLC
10 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$195.4BFirm assets
Are you Daniel Mark Goldfarb? Claim your profile
Contact this firm
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
10 years in the industry.
- Empower Financial Services, IncAug 2023 to now
- Empower Advisory Group, LLCApr 2023 to now
- Personal Capital Advisors CorporationJun 2021 to Apr 2023
- Resource Strategies, Inc.May 2020 to Mar 2021
- Valmark Securities, Inc.May 2020 to Mar 2021
- LPL Financial LLCOct 2017 to May 2020
- Planned Financial ServicesDec 2016 to May 2020
- Pruco Securities, LLCMay 2016 to Sep 2017
- The Prudential Insurance Company of AmerciaMay 2016 to Sep 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 5012141
- Firm CRD
- 112058