Matthew Rocco Palumbo
Investment adviser representative at Empower Advisory Group, LLC
12 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
12 years in the industry.
- Empower Advisory Group, LLCJan 2025 to now
- Advised Assets Group, LLCOct 2021 to now
- Gwfs Equities, IncOct 2021 to now
- Aewealth Management, LLCMay 2020 to Oct 2021
- Madison Avenue Securities, LLCMay 2020 to Sep 2021
- E.A. Buck Financial ServicesJan 2020 to Sep 2021
- UpsDec 2019 to Jan 2020
- Castle Pines Country ClubJul 2019 to Dec 2019
- Edward JonesDec 2018 to Jul 2019
- Douglas County School DistrictAug 2018 to Nov 2018
- Country Club At Castle PinesJul 2018 to Dec 2018
- Lafayette College Recreational ServicesFeb 2018 to Apr 2018
- Cato InternationalMay 2017 to Aug 2017
- Lafayette CollegeAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7021209
- Firm CRD
- 112058