Patrick Watson
Investment adviser representative at Empower Advisory Group, LLC
10 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
10 years in the industry.
- Empower Advisory Group, LLCJul 2026 to now
- Empower Financial Services, IncJul 2026 to now
- Fidelity InvestmentsSep 2021 to Jul 2026
- Prudential Investment Management Services LLCApr 2021 to Sep 2021
- The Prudential Insurance Company of AmericaApr 2021 to Sep 2021
- Cuna Brokerage Services, Inc.Jan 2020 to Apr 2021
- Cuna Mutual GroupJan 2020 to Apr 2021
- First National Bank of PennsylvaniaSep 2019 to Dec 2019
- TD AmeritradeJan 2019 to Aug 2019
- TD AmeritradeJan 2018 to Dec 2018
- Bryant UniversitySep 2017 to Aug 2018
- Scottrade, Inc.Jun 2016 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2018
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
- 6621737
- Firm CRD
- 112058