Ramon Baez-malone
Investment adviser representative at Empower Advisory Group, LLC
13 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
13 years in the industry.
- Empower Financial Services, IncApr 2026 to now
- Empower Advisory Group, LLCJul 2024 to now
- UnemploymentOct 2023 to Jul 2024
- Tapfin/eySep 2019 to Oct 2023
- Tapfin/eyOct 2018 to Nov 2018
- Bj's Wholesale ClubAug 2013 to Sep 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2025
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
- 7037154
- Firm CRD
- 112058