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Daniel Gichang Lee

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.

  1. Empower Advisory Group, LLCAug 2026 to now
  2. Empower Financial Services, IncAug 2026 to now
  3. UnemployedSep 2025 to Aug 2026
  4. Fidelity InvestmentsJan 2024 to Sep 2025
  5. UnemployedAug 2023 to Jan 2024
  6. Donut PalaceJan 2023 to Aug 2023
  7. UnemployedSep 2022 to Jan 2023
  8. OracleFeb 2020 to Sep 2022
  9. UnemployedJan 2020 to Feb 2020
  10. TD AmeritradeDec 2019 to Jan 2020
  11. Traveling, UnemployedJan 2019 to Dec 2019
  12. Ut AustinAug 2014 to Jan 2019

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 1 state (TX).

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
7204281
Firm CRD
112058
Advisor's SEC record (opens in a new tab)
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