Monica Adriana Mantilla
Investment adviser representative at Empower Advisory Group, LLC
12 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
12 years in the industry.
- Empower Advisory Group, LLCJul 2026 to now
- Empower Financial Services, IncJul 2026 to now
- Fidelity InvestmentsMar 2025 to Jun 2026
- Fidelity Brokerage Services LLCJul 2019 to Jun 2026
- Morgan StanleyAug 2018 to Jul 2019
- Morgan Stanley Private Bank, N.A.Aug 2018 to Jul 2019
- TD AmeritradeJun 2016 to Aug 2018
- University of Nebraska- OmahaAug 2014 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6658808
- Firm CRD
- 112058