Patrick
Arey

Empower Advisory Group, LLC

CRD#5748973
Investment Advisor
in East Falmouth, MA

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About this Advisor

Patrick Arey is a financial advisor based in East Falmouth, Massachusetts, working with Empower Advisory Group, LLC. Patrick has previously held positions at Pyramis Distributors Corporation LLC, Virtus Investment Partners, Vp Distributors LLC, Gwfs Equities, Inc, Pyramis Distributors Corp, Legal & General Investment Management America Inc, Foreside Financial Services, LLC, Empower Financial Services, Inc, and Empower Advisory Group, LLC. Patrick has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Patrick is part of Empower Advisory Group, LLC, which operates out of East Falmouth, Massachusetts. The firm has 4 offices and 766 employees. The firm manages assets totaling $134.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Empower Advisory Group, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

East Falmouth, MA

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Empower Advisory Group, LLC Brokerage Details

Total Assets Under Management

$134,279,160,181

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

766

MA Average: 28
Total Number of Accounts

188,739

MA Average: 1,101
Average Account Size

$711,454

MA Average: $2,134,119

Investment Advisory Services

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

Patrick Arey Work History

2023 - Present (1 year)

Empower Financial Services, Inc

2023 - Present (1 year)

Empower Advisory Group, LLC

2021 - 2023 (2 years)

Legal & General Investment Management America Inc

2021 - 2023 (2 years)

Foreside Financial Services, LLC

2017 - 2021 (4 years)

Gwfs Equities, Inc

2014 - 2017 (3 years)

Virtus Investment Partners

2014 - 2017 (3 years)

Vp Distributors LLC

2014 - 2017 (3 years)

Vp Distributors LLC

2014 - 2017 (3 years)

Virtus Investment Partners

2012 - 2014 (2 years)

Pyramis Distributors Corporation LLC

2012 - 2014 (2 years)

Pyramis Distributors Corp

Disclosures

Please visit the SEC profile of Patrick Arey 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

Jon Travis
Kansas City, MO
James Vandiver
Englewood, CO
Andrew Stahl
Englewood, CO
Kristopher Yates
Englewood, CO
Janine Sam
Myersville, MD
Daniel Fuqua
Abingdon, MD
Tara Voorhies
Englewood, CO
Francisco Hernandez
Englewood, CO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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