Adam Douglas Satterfield
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.
- Empower Advisory Group, LLCMar 2025 to now
- Empower Financial Services, IncMar 2025 to now
- TIAAAug 2018 to Jan 2025
- TIAA-CREF Individual & Institutional Services, LLCAug 2018 to Jan 2025
- Latin American Chamber of Commerce of CharlotteJan 2018 to Apr 2018
- Second Baptist Church of Kings MountainAug 2017 to Aug 2022
- Food LionJun 2016 to Jul 2017
- Uncc Department of Housing and Residence LifeAug 2015 to May 2018
- University of North Carolina At CharlotteJan 2015 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 6986461
- Firm CRD
- 112058