Dylan
Montal
Empower Advisory Group, LLC
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About this Advisor
Dylan Montal is a financial advisor operating out of Englewood, Colorado. Montal is an employee of Empower Advisory Group, LLC. Over the course of their career, Montal has held roles at Lifeplex Health Club, Student, Ubs Financial Services, Ubs Financial Services Inc, Personal Capital Advisors Corporation and Empower Advisory Group, LLC. Montal holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in New York. 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 employees. It manages $116 billion in assets across its 236,022 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides services to 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 assets available to invest. Empower Advisory Group, LLC offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees for financial advisory services largely depend on the type of financial services. However, fee types charged by Empower Advisory Group, LLC most likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Empower Advisory Group, LLC Brokerage Details
$116,213,253,377
874
236,022
$492,383
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Dylan Montal Work History
Dylan has been registered as a financial advisor for 0 years.*
Empower Advisory Group, LLC
Personal Capital Advisors Corporation
Ubs Financial Services Inc
Ubs Financial Services
Student
Student
Lifeplex Health Club
*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 Dylan Montal 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
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
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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