Eddie Holguin sosa
Investment adviser representative at Empower Advisory Group, LLC
11 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
11 years in the industry.
- Empower Advisory Group, LLCAug 2026 to now
- Empower Financial Services, Inc.Jul 2026 to now
- TIAAApr 2023 to now
- TIAA-CREF Individual & Institutional Services, LLCApr 2023 to now
- Robinhood Markets, IncJun 2022 to Apr 2023
- Robinhood Financial, LLCSep 2021 to Apr 2023
- Empower RetirementMar 2020 to Aug 2021
- Gwfs Equities, Inc.Mar 2020 to Aug 2021
- Westerra Credit UnionAug 2018 to Jan 2019
- Bank of the WestMar 2015 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7236251
- Firm CRD
- 112058