Katryel I Wargo
Investment adviser representative at Empower Advisory Group, LLC
9 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
9 years in the industry.
- Empower Advisory Group, LLCDec 2025 to now
- Empower Financial Services, IncDec 2025 to now
- Kat's Closets LLCJul 2021 to now
- Schwab Wealth Advisory, Inc.Nov 2025 to Nov 2025
- Charles Schwab & Co., IncFeb 2024 to Nov 2025
- Charles Schwab Bank SsbFeb 2024 to Nov 2025
- Morgan StanleySep 2023 to Jan 2024
- E*trade Securities LLCMar 2023 to Jan 2024
- Tampa Bay Merch and Co LLCOct 2022 to May 2026
- Bruce LucasSep 2018 to Jun 2021
- Monaco SalonJan 2018 to Aug 2018
- Independence AcademySep 2017 to Mar 2018
- Jaclyn Hill LLCAug 2017 to Dec 2017
- Legacy ChurchMay 2017 to Aug 2017
- Platinum SalonJun 2016 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
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
- 7696493
- Firm CRD
- 112058