Bernard Joseph Gillis
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, LLCMar 2024 to now
- Empower Financial Services, IncJan 2024 to now
- The Cookie MonstahOct 2023 to Dec 2023
- Kingman Yacht CenterSep 2022 to Sep 2022
- All Mass CampsJul 2022 to Aug 2022
- Mcadam LLCJun 2022 to Sep 2023
- YmcaJun 2022 to Sep 2022
- UpsOct 2021 to Jan 2022
- Rise Private Wealth ManagementJun 2020 to Oct 2021
- UpsNov 2019 to Jan 2020
- Saint Anselm CollegeAug 2018 to Jun 2022
- Malden CatholicAug 2016 to Jun 2018
- All Mass CampsJul 2015 to Aug 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 7264418
- Firm CRD
- 112058