John Isaac Marotta
Investment adviser representative at Empower Advisory Group, LLC
16 yearsExperience
2 statesRegistered 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
16 years in the industry.
- Empower Advisory Group, LLCMay 2026 to now
- Summit Financial Group, Inc.Aug 2021 to May 2026
- Summit Investment Advisory Group LLCJun 2021 to May 2026
- AmazonJul 2020 to Jan 2021
- StudentAug 2010 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (PA, TN).
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
- 7443581
- Firm CRD
- 112058