Sheila
Guzzy

Empower Advisory Group, LLC

CRD#4288075
Investment Advisor
in Wexford, PA

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About this Advisor

Sheila Guzzy is a financial advisor who works in Wexford, Pennsylvania with 1 year of industry experience. Guzzy is on the advisory team at Empower Advisory Group, LLC. Their career trajectory has included roles at Nancy Mosey Agency, Icma Retirement Corporation, Aon Hewitt Financial Advisors, Hewitt Financial Services, Gwfs Equities, Inc and Advised Assets Group, LLC. Guzzy maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Pennsylvania. Empower Advisory Group, LLC is a registered investment business based out of Englewood, CO. The investment advisory business has offices in five locations and a total of 874 advisors. It manages $116 billion in assets among its 236,022 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advice to 58 charitable organizations. Of its 236,022 client accounts, just 7% are held by high-net-worth clients who have at least $1 million in investable assets. Empower Advisory Group, LLC has a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial advisory fee schedules vary depending on the type of financial services. Fees charged by Empower Advisory Group, LLC likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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

Wexford, PA

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Empower Advisory Group, LLC Brokerage Details

Total Assets Under Management

$116,213,253,377

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

874

PA Average: 28
Total Number of Accounts

236,022

PA Average: 1,101
Average Account Size

$492,383

PA Average: $2,134,119

Investment Advisory Services

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

Sheila Guzzy Work History

Sheila has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Gwfs Equities, Inc

2022 - Present (2 years)

Advised Assets Group, LLC

2006 - Present (18 years)

Nancy Mosey Agency

2015 - 2020 (5 years)

Aon Hewitt Financial Advisors

2015 - 2020 (5 years)

Hewitt Financial Services

2012 - 2015 (3 years)

Icma Retirement Corporation

*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 Sheila Guzzy 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

Michael Hefty
Englewood, CO
Brett Sperin
Englewood, CO
Michelle Stewart
Englewood, CO
Moises Flores
Englewood, CO
Herbert Landstreet
Englewood, CO
Katrina Yarbrough
Englewood, CO
Glenn Aldridge
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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