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Daniel Mark Goldfarb

Empower Advisory Group, LLC

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About Daniel Mark Goldfarb

Daniel Goldfarb is a financial advisor with Empower Advisory Group, LLC. He has been in the industry since 2005 and has a strong track record of helping clients achieve their financial goals. Daniel holds the Series 7, 66 and SIE licenses. He is a Certified Financial Planner and a Chartered Financial Consultant. Daniel is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Daniel Goldfarb 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 Goldfarb’s Registration & Firm History

CO

04/03/2023 - Present

Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)

OH

05/29/2020 - 04/07/2021

VALMARK SECURITIES, INC. (PEPPER PIKE OH)

OH

10/10/2017 - 06/04/2020

LPL FINANCIAL LLC (BRECKSVILLE OH)

OH

05/03/2016 - 10/05/2017

PRUCO SECURITIES, LLC. (Solon OH)

MD

12/13/2005 - 03/19/2015

LINCOLN FINANCIAL ADVISORS CORPORATION (HUNT VALLEY MD)

NJ

12/13/2005 - 04/05/2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (CHERRY HILL NJ)

MN

10/04/2005 - 11/09/2005

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 10/27/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/02/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/03/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Daniel Mark Goldfarb. Review regulatory record here.
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