Joel Roberts
Investment adviser representative at Empower Advisory Group, LLC
19 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
19 years in the industry.
- Empower Advisory Group, LLCAug 2026 to now
- Brescor Wealth Advisory LLCApr 2024 to Jul 2026
- Joel M. RobertsFeb 2023 to Mar 2024
- Aurora Management Services LLCFeb 2021 to Jan 2023
- J.P. Marvel Wealth ManagementOct 2007 to Jan 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 6235292
- Firm CRD
- 112058