Skip to content

Naomi Feldott

Investment adviser representative at Empower Advisory Group, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$195.4BFirm assets

Are you Naomi Feldott? Claim your profile

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.

  1. Empower Advisory Group, LLCApr 2023 to now
  2. Empower Financial Services, IncApr 2023 to now
  3. Personal Capital Advisors CorporationApr 2021 to Apr 2023
  4. Prudential Customer Solutions LLCMay 2019 to Apr 2021
  5. Global Portfoliio Strategies, Inc.Jun 2018 to Apr 2021
  6. Prudential Insurance Company of AmericaApr 2014 to Apr 2021
  7. Prudential Investment Management ServicesApr 2014 to Apr 2021

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2014
  • Series 66 · Uniform Combined State Law2018

State registrations

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

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
6322169
Firm CRD
112058
Advisor's SEC record (opens in a new tab)
CallContact this firm