Mark Lobosco
Investment adviser representative at Empower Advisory Group, LLC
10 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
10 years in the industry.
- Empower Advisory Group, LLCJun 2026 to now
- Empower Financial Services, IncJun 2026 to now
- RBC Capital Markets, LLCMay 2025 to Jun 2026
- Fidelity InvestmentsAug 2023 to May 2025
- UnemployedDec 2022 to Aug 2023
- Dimensional Fund AdvisorsMar 2022 to Dec 2022
- E*trade Capital Management LLCAug 2021 to Mar 2022
- E*trade Securities LLCMar 2020 to Mar 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2019 to Mar 2020
- UnemployedDec 2018 to Jan 2019
- Onemain FinancialJun 2018 to Dec 2018
- UnemployedMay 2018 to Jun 2018
- University of ArizonaAug 2017 to May 2018
- Perfection Fence Corp.May 2017 to Aug 2017
- University of ArizonaAug 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2021
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
- 7060152
- Firm CRD
- 112058