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Rosanna Coviello

Investment adviser representative at Empower Advisory Group, LLC
16 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

16 years in the industry.

  1. Empower Advisory Group, LLCJun 2026 to now
  2. Empower Financial Services, IncMay 2026 to now
  3. UBS Financial Services, Inc.Jul 2024 to May 2026
  4. Gladstone Wealth PartnersFeb 2021 to Jul 2024
  5. LPL Financial LLCJul 2018 to Jul 2024
  6. Private Portfolio Partners LLCJul 2018 to Feb 2022
  7. Gladstone Institutional Advisory LLCJul 2018 to Feb 2021
  8. Tj MaxxMar 2017 to May 2017
  9. Tutor Doctor - North JerseyOct 2016 to Jun 2017
  10. Montclair State UniversitySep 2015 to May 2019
  11. UnemployedJun 2010 to Mar 2017

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

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

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
6978550
Firm CRD
112058
Advisor's SEC record (opens in a new tab)
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