Harry Gerard
Investment adviser representative at Empower Advisory Group, LLC
17 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
17 years in the industry.
- Empower Advisory Group, LLCAug 2022 to now
- Advised Assets Group, LLCJul 2022 to now
- Gwfs Equities, IncJul 2022 to now
- Wells Fargo Clearing Service, LLCDec 2019 to Jul 2022
- Wells Fargo Bank, NAJan 2017 to Jul 2022
- Chick-fil-aJul 2009 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7208108
- Firm CRD
- 112058