Adam David Osterman
Investment adviser representative at Empower Advisory Group, LLC
10 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
10 years in the industry.
- Empower Advisory Group, LLCFeb 2023 to now
- Empower Financial Services, IncFeb 2023 to now
- CitigroupNov 2021 to Feb 2023
- Valic Financial Advisors, Inc.Sep 2018 to Nov 2021
- Bbva Compass Insurance Agency, Inc.Sep 2017 to Sep 2018
- Bbva Wealth Solutions Inc.Sep 2017 to Sep 2018
- Bbva Securities IncAug 2017 to Sep 2018
- Compass BankAug 2017 to Sep 2018
- UnemployedMay 2017 to Aug 2017
- JP Morgan ChaseMay 2016 to May 2017
- JP Morgan Securities LLCMay 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 5477169
- Firm CRD
- 112058