Joseph
Talarico

Empower Advisory Group, LLC

CRD#7181447
Investment Advisor
in Fairport, NY

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About this Advisor

Joseph Talarico is a financial advisor working out of Fairport, New York. Talarico works at Empower Advisory Group, LLC. Throughout their career, Talarico has worked at Merrill Lynch, Pierce, Fenner & Smith Inc, The County Club Of Rochester, Farmers Insurance/The Robert Junge Agency, Total Sports Experience, Canisius College, Gates Chili High School, Dick'S Sporting Goods, Empower Financial Services, Inc, Empower Advisory Group, LLC and Bank Of America, N.A. Talarico maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in New York. Empower Advisory Group, LLC is a registered investment company based out of Englewood, CO. The investment advisory business has offices in five locations and a total of 874 people on staff. It administers $116 billion in assets between its 236,022 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to 58 charities and foundations. Of its 236,022 accounts, just 7% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Empower Advisory Group, LLC performs a few services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. A financial advisor's fees largely vary depending on which services the firm provides the client. However, fee types charged by Empower Advisory Group, LLC may include asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

less than 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

Fairport, NY

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Empower Advisory Group, LLC Brokerage Details

Total Assets Under Management

$116,213,253,377

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

874

NY Average: 28
Total Number of Accounts

236,022

NY Average: 1,101
Average Account Size

$492,383

NY Average: $2,134,119

Investment Advisory Services

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

Joseph Talarico Work History

Joseph has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Empower Financial Services, Inc

2023 - Present (1 year)

Empower Advisory Group, LLC

2019 - 2023 (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - 2023 (4 years)

Bank Of America, N.A

2017 - 2018 (1 year)

Farmers Insurance/The Robert Junge Agency

2016 - 2016 (< 1 year)

Dick'S Sporting Goods

2015 - 2019 (4 years)

The County Club Of Rochester

2015 - 2018 (3 years)

Total Sports Experience

2015 - 2019 (4 years)

Canisius College

2012 - 2015 (3 years)

Gates Chili High School

*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 Joseph Talarico 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

Manuel Mares
Englewood, CO
James Wellman
Englewood, CO
Michael Hefty
Englewood, CO
Katrina Yarbrough
Englewood, CO
Herbert Landstreet
Englewood, CO
Jacob Olsen
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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