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Grady York

Empower Advisory Group, LLC

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About Grady York

Grady York is an investment advisor representative at Empower Advisory Group, LLC. Grady has over 12 years of experience in the financial services industry and holds both Series 7 and Series 66 licenses. Grady has a background in financial planning and portfolio management, and is committed to providing personalized advice to help clients achieve their financial goals. Grady previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley Smith Barney. Empower Advisory Group, LLC is a Registered Investment Advisor that provides financial planning and investment management services to individuals, families, and businesses. The firm has a strong focus on providing personalized advice and building long-term relationships with clients.

Firm Information

Grady York 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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Grady York’s Registration & Firm History

CO

06/07/2022 - Present

Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)

FL

03/01/2012 - 05/08/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)

FL

03/28/2011 - 12/13/2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)

FL

06/03/2010 - 04/12/2011

MORGAN STANLEY SMITH BARNEY (JACKSONVILLE FL)

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Licenses & Designations

BOTH

Issued 07/01/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/02/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Grady York.
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