Evan O'leary
Investment adviser representative at Empower Advisory Group, LLC
14 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
14 years in the industry.
- Empower Advisory Group, LLCApr 2025 to now
- Empower Financial Services, IncApr 2025 to now
- US Capital AdvisorsJun 2023 to Apr 2025
- Tube SupplyDec 2021 to Jun 2023
- Lowe's HardwareFeb 2021 to Nov 2021
- Texas Tech UniversityJan 2020 to Dec 2020
- United States NavyJul 2019 to Oct 2019
- Green Tree Country ClubMay 2019 to Jul 2019
- Chimys CervezeriaApr 2018 to Mar 2019
- Rudy's BbqAug 2016 to Aug 2017
- Texas Tech UniversityAug 2012 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7765817
- Firm CRD
- 112058