Patrick Arey
Investment adviser representative at Empower Advisory Group, LLC
12 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
12 years in the industry.
- Empower Advisory Group, LLCApr 2023 to now
- Empower Financial Services, IncApr 2023 to now
- Foreside Financial Services, LLCSep 2021 to Mar 2023
- Legal & General Investment Management America Inc.Jun 2021 to Mar 2023
- Gwfs Equities, Inc.Feb 2017 to May 2021
- Virtus Investment PartnersJul 2014 to Feb 2017
- Vp Distributors LLCJul 2014 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 5748973
- Firm CRD
- 112058