Natalie
Chotiner

Empower Advisory Group, LLC

CRD#6907137
Investment Advisor
in Asheville, NC

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Natalie Chotiner is a financial advisor based in Asheville, North Carolina, working with Empower Advisory Group, LLC. Natalie has previously held positions at Wells Financial Management, LLC, Dog Tag Art, Washington Post, The Hill Newspaper, Fidelity Brokerage Services LLC, Credit Union Investment Services, Secu Life Insurance Company, Secu Brokerage Services, State Employees' Credit Union, Empower Financial Services, Inc, and Empower Advisory Group, LLC. Natalie has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in North Carolina. Currently, Natalie is part of Empower Advisory Group, LLC, which operates out of Asheville, North Carolina. 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 65, Series 63

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

Asheville, NC

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

Total Assets Under Management

$134,279,160,181

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

766

NC Average: 28
Total Number of Accounts

188,739

NC Average: 1,101
Average Account Size

$711,454

NC Average: $2,134,119

Investment Advisory Services

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

Natalie Chotiner Work History

2024 - Present (0 year)

Credit Union Investment Services

2024 - Present (0 year)

Secu Life Insurance Company

2024 - Present (0 year)

Secu Brokerage Services

2024 - Present (0 year)

State Employees' Credit Union

2024 - Present (0 year)

Empower Financial Services, Inc

2024 - Present (0 year)

Empower Advisory Group, LLC

2021 - Present (3 years)

Fidelity Brokerage Services LLC

2018 - 2021 (3 years)

Wells Financial Management, LLC

2016 - 2018 (2 years)

Wells Financial Management, LLC

2016 - 2016 (< 1 year)

Dog Tag Art

2015 - 2016 (1 year)

Washington Post

2015 - 2015 (< 1 year)

The Hill Newspaper

2014 - 2015 (1 year)

The Hill Newspaper

Disclosures

Please visit the SEC profile of Natalie Chotiner 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 Byrne
Englewood, CO
Jeremy Lee
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.

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started