Ellery Segebart
Investment adviser representative at Empower Advisory Group, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$195.4BFirm assets
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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.
- Empower Advisory Group, LLCJul 2026 to now
- Empower Financial Services, IncJul 2026 to now
- Charles Schwab & Co., Inc.Feb 2021 to Jul 2026
- Schwab Wealth Advisory, Inc.Feb 2021 to Jul 2026
- Facet WealthJul 2019 to Feb 2021
- VanguardAug 2013 to Jul 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 6109510
- Firm CRD
- 112058