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Caitlyn Anne Ruiz

Investment adviser representative at Empower Advisory Group, LLC
11 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

11 years in the industry.

  1. Empower Advisory Group, LLCMar 2026 to now
  2. UnemployedOct 2025 to Mar 2026
  3. Magnacare (brighton Health Plan Solutions)Dec 2023 to Oct 2025
  4. Ultra Bright LightzSep 2023 to Dec 2023
  5. UnemployedMay 2022 to Sep 2023
  6. Ansanelli Law GroupFeb 2021 to May 2022
  7. Acme IndustriesSep 2020 to Feb 2021
  8. Broadway National GroupMay 2020 to Aug 2020
  9. Francescas Italian RestaurantJul 2019 to Mar 2020
  10. Village AutobodyNov 2017 to Aug 2019
  11. Francescas Italian RestaurantJan 2015 to Oct 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (WA).

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
8216489
Firm CRD
112058
Advisor's SEC record (opens in a new tab)
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