Bruce A Shay
Investment adviser representative at Empower Advisory Group, LLC
24 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
24 years in the industry.
- Empower Advisory Group, LLCDec 2025 to now
- Empower Financial Services, IncDec 2025 to now
- Edward JonesNov 2025 to Dec 2025
- Self Employed -principal Life Insurance CompanyApr 2025 to Nov 2025
- Self Employed-mutual of OmahaJun 2024 to Apr 2025
- Deloitte & Touche LLPOct 2001 to Jun 2024
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7959460
- Firm CRD
- 112058