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Elias Santos

Empower Advisory Group, LLC

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About Elias Santos

Elias Santos is an investment advisor representative with Empower Advisory Group, LLC. Elias has been in the industry since March 14, 2017 and has experience with First Command Financial Planning, Inc., TD Ameritrade, Inc., J.P. Morgan Securities LLC, and UBS Financial Services Inc. Elias specializes in Retirement Planning, Financial Planning, and Investment advisory services.

Firm Information

Elias Santos 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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Elias Santos’s Registration & Firm History

CO

07/21/2022 - Present

Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)

CA

04/11/2022 - 07/05/2022

UBS FINANCIAL SERVICES INC. (SAN DIEGO CA)

CA

07/03/2019 - 04/07/2022

J.P. MORGAN SECURITIES LLC (POWAY CA)

CA

05/31/2017 - 04/25/2019

FIRST COMMAND FINANCIAL PLANNING, INC. (SAN DIEGO CA)

CA

12/19/2016 - 06/12/2017

TD AMERITRADE, INC. (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 07/10/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/09/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/19/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Elias Santos.
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