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Daniel Andres Castro

Empower Advisory Group, LLC

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About Daniel Andres Castro

Daniel Andres Castro is an investment advisor representative at Empower Advisory Group, LLC. Daniel has been in the financial services industry since January 4, 2020. Daniel is licensed to sell securities in 52 states and the District of Columbia. Daniel is also registered as an investment advisor representative in New Jersey. Daniel is a licensed investment advisor representative in South Carolina, with previous experience at Wells Fargo Clearing Services, LLC. Daniel holds the Series 63, Series 65, Series 7TO, and the SIE licenses. Daniel specializes in working with individuals, high-net-worth individuals, and retirement plans.

Firm Information

Daniel Castro is currently registered with Empower Advisory Group, LLC. Empower Advisory Group, LLC is a financial advisory firm based in Greenwood Village, CO, providing financial planning, portfolio management for individuals, and educational seminars. They manage over $134 billion in assets for a diverse clientele including individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. The firm has over 700 investment advisor representatives and is registered with the SEC under number 801-58105.
Empower Advisory Group, LLC

8515 EAST ORCHARD RD 4T2

GREENWOOD VILLAGE, CO 80111

$134.28B

Assets Under Management

18

Total Clients

1,128

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Castro’s Registration & Firm History

CO

08/17/2022 - Present

Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)

SC

12/10/2019 - 07/20/2022

WELLS FARGO CLEARING SERVICES, LLC (EASLEY SC)

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Licenses & Designations

IA

Issued 02/14/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/20/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/19/2021

Series 7TO - General Securities Representative Examination

BC

Issued 12/10/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/14/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Andres Castro.
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