Daniel
Ferszt

Empower Advisory Group, LLC

CRD#4159339
Investment Advisor
in Englewood, CO

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About this Advisor

Daniel Ferszt is a financial advisor working out of Englewood, Colorado with 7 years of industry experience. Ferszt is currently employed by Empower Advisory Group, LLC. They have spent their entire time as a financial advisor at Empower Advisory Group, Llc. Ferszt holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Colorado. Empower Advisory Group, LLC is a registered investment business operating out of Englewood, CO. The firm has offices in five locations and a total of 874 people on staff. It oversees $116 billion in total assets across its 236,022 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 58 charitable organizations. Of its 236,022 client accounts, just 7% are associated with high-net-worth individuals who have at least $1 million in investable assets. The advisory firm provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fees charged by Empower Advisory Group, LLC most likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

8515 East Orchard Rd 4T2
Englewood, CO 80111

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Empower Advisory Group, LLC Brokerage Details

Total Assets Under Management

$116,213,253,377

CO Average: $2,349,664,866
Total Number of Employees

874

CO Average: 28
Total Number of Accounts

236,022

CO Average: 1,101
Average Account Size

$492,383

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Daniel Ferszt Work History

Daniel has been registered as a financial advisor for 7 years.*

2012 - Present (12 years)

Gwfs Equities Inc/ Great West Financial

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Daniel Ferszt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Empower Advisory Group, LLC

Katrina Yarbrough
Englewood, CO
Manuel Mares
Englewood, CO
Michael Hefty
Englewood, CO
Moises Flores
Englewood, CO
Herbert Landstreet
Englewood, CO
Brett Sperin
Englewood, CO
Michelle Stewart
Englewood, CO
Charles Guy
Englewood, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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