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Matthew D McOsker

Empower Advisory Group, LLC

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About Matthew D McOsker

Matthew McOsker is a financial advisor at Empower Advisory Group, LLC. Matthew McOsker has been in the financial industry since March 1994 and is registered with FINRA, and is a registered investment advisor in Maryland. Matthew McOsker is also registered as a broker-dealer in 52 states and jurisdictions. His firm Empower Advisory Group, LLC has offices in Greenwood Village, Colorado, and Hunt Valley, Maryland. The firm primarily serves high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, pension and profit-sharing plans, state or municipal government entities, and charitable organizations.

Firm Information

Matthew McOsker 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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Matthew McOsker’s Registration & Firm History

CO

03/16/2021 - Present

Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)

MD

03/28/1994 - 03/12/2021

T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)

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Licenses & Designations

BOTH

Issued 06/29/2015

Series 66 - Uniform Combined State Law Examination

IA

Issued 10/16/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/03/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/26/2021

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/25/1995

Series 7 - General Securities Representative Examination

BC

Issued 03/18/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew D McOsker.
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