Nicholas James Gerlach
Investment adviser representative at Empower Financial Advisory, LLC
19 yearsExperience
1 stateRegistered in
$635.8MFirm assets
5 yearsFirm in business
Are you Nicholas James Gerlach? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Empower Financial Advisory, LLCMar 2021 to now
- Jasmac IncNov 2020 to Mar 2021
- Winfield Funeral HomeJul 2020 to Mar 2021
- Northwestern MutualFeb 2020 to May 2020
- MercerFeb 2019 to Nov 2019
- UnemployedMay 2018 to Feb 2019
- Bryant UniversitySep 2014 to May 2018
- Boyle and Fogarty ConstructionOct 2007 to Sep 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CT).
Empower Financial Advisory, LLC
$635.8MAssets managed
295Clients
4Advisers
5 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
- 7226974
- Firm CRD
- 313968