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William Schiefer

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.

  1. Empower Advisory Group, LLCDec 2025 to now
  2. Empower Financial Services, IncAug 2023 to now
  3. Paychex, Inc.Jan 2020 to Aug 2023
  4. Paychex Securities CorporationJan 2020 to Feb 2023
  5. Five Star BankJan 2019 to Jan 2020
  6. Wings Over RochesterOct 2018 to May 2019
  7. J.P. Morgan Securities, LLCJul 2018 to Jan 2019
  8. JPMorgan Chase Bank, N.A.Jul 2018 to Jan 2019
  9. LPL Financial LLCDec 2016 to Jul 2018
  10. Wings Over RochesterSep 2015 to Apr 2018
  11. Five Star BankFeb 2015 to Jul 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2017
  • Series 66 · Uniform Combined State Law2025

State registrations

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

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
6715220
Firm CRD
112058
Advisor's SEC record (opens in a new tab)
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