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Robert William Elmer

Investment adviser representative at Empower Advisory Group, LLC
13 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

13 years in the industry.

  1. Empower Advisory Group, LLCAug 2022 to now
  2. Empower Financial Services, IncAug 2022 to now
  3. UnemployedJan 2022 to Jul 2022
  4. J.P. Morgan Securities LLCMar 2021 to Dec 2021
  5. JPMorgan Chase Bank, N.A.Mar 2021 to Dec 2021
  6. UnemployedFeb 2021 to Feb 2021
  7. TD Ameritrade Investment Management, LLCFeb 2018 to Dec 2020
  8. TD Ameritrade, IncApr 2013 to Jan 2021
  9. Scottrade Investment ManagementApr 2013 to Feb 2018
  10. Scottrade, IncApr 2013 to Feb 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2013
  • Series 66 · Uniform Combined State Law2017

State registrations

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

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
5372040
Firm CRD
112058
Advisor's SEC record (opens in a new tab)
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