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Melissa Diaz

Empower Advisory Group, LLC

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About Melissa Diaz

Melissa Diaz is a registered representative with Empower Advisory Group, LLC, a firm based in Greenwood Village, CO. Melissa has been active in the industry since 2023 and has been registered with the state of California since 2024. Melissa is also registered as an investment advisor representative in the state of Texas. Melissa holds Series 7TO and Series 66 licenses and has passed the Securities Industry Essentials Examination (SIE). Melissa is a specialist in financial planning and portfolio management for individuals. Melissa offers financial planning services including educational seminars and other advisory services.

Firm Information

Melissa Diaz 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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Melissa Diaz’s Registration & Firm History

CA

01/14/2025 - Present

Empower Advisory Group, LLC (Fullerton CA)

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Licenses & Designations

BOTH

Issued 03/01/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/05/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/31/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Melissa Diaz.
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