Daniel Robinson
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
- Empower Financial Services, IncJan 2025 to now
- Bank of America, N.A.Feb 2024 to Jan 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2024 to Jan 2025
- Bay City Events Inc.Jan 2023 to Aug 2023
- Wells Fargo Bank, NAAug 2021 to Jan 2024
- Wells Fargo Clearing Services, LLCAug 2021 to Jan 2024
- J. P. Morgan Securities LLCSep 2019 to Aug 2021
- J.P. Morgan Chase Bank, N.A.Sep 2019 to Aug 2021
- JPMorgan ChaseJan 2019 to Aug 2019
- Comcast CableAug 2016 to Jan 2019
- University of WashingtonSep 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7180717
- Firm CRD
- 112058