Peter Lee
Investment adviser representative at Empower Advisory Group, LLC
11 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
11 years in the industry.
- Empower Advisory Group, LLCSep 2022 to now
- Empower RetirementNov 2020 to now
- UnemployedAug 2020 to Oct 2020
- CbizFeb 2020 to Jul 2020
- UnemployedMay 2019 to Jan 2020
- Houghton CollegeJul 2018 to Apr 2019
- UnemployedJun 2018 to Jul 2018
- Empower RetirementMay 2017 to May 2018
- Gwfs Equities, Inc.Aug 2015 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 6550889
- Firm CRD
- 112058