Elias Santos
Investment adviser representative at Empower Advisory Group, LLC
6 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
6 years in the industry.
- Empower Advisory Group, LLCJul 2022 to now
- Advised Assets Group, LLCJul 2022 to now
- Gwfs Equities, IncJul 2022 to now
- UBS Financial Services.incApr 2022 to Jun 2022
- JP Morgan Securities, LLCMay 2019 to Mar 2022
- JPMorgan Chase Bank, N.A.May 2019 to Mar 2022
- First Command Advisory Services, Inc.May 2017 to Apr 2019
- First Command Financial Planning, Inc.May 2017 to Apr 2019
- First Command Insurance Services, Inc.Apr 2017 to Apr 2019
- TD AmeritradeSep 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- 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
- 6710928
- Firm CRD
- 112058