Stephen
Pontello
Empower Advisory Group, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Stephen Pontello is a financial advisor based in Wentzville, Missouri with a total of 2 years of industry experience. Pontello is currently employed by Empower Advisory Group, LLC. Pontello has gained experience at Td Ameritrade, Us Bank, University Of Missouri St. Louis, St. Charles Community College, Kitaro Bistro Of Japan, Sm Pontello Tile And Marble, Paradigm Financial Advisors and Gwfs Equities, Inc. Pontello maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Missouri. Empower Advisory Group, LLC is an advisory company that has its headquarters in Englewood, CO. It has offices in five locations and a total of 874 people on staff. It controls $116 billion in assets across its 236,022 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides financial advice to 58 charities and foundations. Of its 236,022 customer accounts, just 7% belong to high-net-worth investors who have greater than $1 million in investable assets. Empower Advisory Group, LLC offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. A financial advisor's fees typically are based on which services the firm provides the client. Fees charged by Empower Advisory Group, LLC can consist of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Stephen Pontello Work History
Stephen has been registered as a financial advisor for 2 years.*
Gwfs Equities, Inc
Paradigm Financial Advisors
Td Ameritrade
Us Bank
University Of Missouri St. Louis
St. Charles Community College
Sm Pontello Tile And Marble
Kitaro Bistro Of Japan
*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 Stephen Pontello 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
Lawrence, KS
Largo, FL
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.