Kyle James Greer
Investment adviser representative at Empower Advisory Group, LLC
12 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
12 years in the industry.
- Empower Advisory Group, LLCMar 2026 to now
- Empower Financial Services, IncAug 2023 to now
- Gas Lamp GrillApr 2022 to May 2023
- 1750 TaphouseDec 2020 to May 2024
- Manchester Country ClubJun 2020 to Aug 2020
- Roger Williams UniversityAug 2019 to May 2023
- Derryfield Country ClubMay 2018 to Aug 2022
- Radius Edge Inc.Apr 2016 to Jan 2023
- Bedford HighschoolAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7790506
- Firm CRD
- 112058