Peter W. Eddy
Professional summary
Peter Woodruff Eddy, who also goes by Peter W Eddy, is a registered financial advisor currently at EMPOWER ADVISORY GROUP, LLC located in Honolulu, Hawaii and EMPOWER FINANCIAL SERVICES, INC. located in Honolulu, Hawaii.
Peter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Peter has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Peter Woodruff Eddy's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 5, 2024 - Present
EMPOWER ADVISORY GROUP, LLC
Office #1: 1100 Alakea Street 28th Floor, Honolulu, HI 96813April 4, 2022 - Present
EMPOWER FINANCIAL SERVICES, INC.
Office #1: 1100 Alakea Street Suite 1550, Honolulu, HI 96813August 8, 2013 - April 4, 2022
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC
March 30, 2007 - July 29, 2013
VOYA RETIREMENT ADVISORS, LLC
March 30, 2007 - July 29, 2013
VOYA RETIREMENT ADVISORS, LLC
August 30, 2006 - January 17, 2007
MSI FINANCIAL SERVICES, INC.
December 8, 2004 - January 17, 2007
METROPOLITAN LIFE INSURANCE COMPANY
December 8, 2004 - January 17, 2007
MSI FINANCIAL SERVICES, INC.
July 9, 2001 - December 10, 2004
CITISTREET EQUITIES LLC
August 11, 2000 - July 10, 2001
PMG SECURITIES CORPORATION
June 12, 1997 - June 30, 2000
CITISTREET EQUITIES LLC
October 27, 1992 - June 18, 1997
INVESTORS BROKERAGE SERVICES, INC.
March 19, 1992 - October 9, 1992
OSAIC FS, INC.
February 27, 1992 - April 11, 1992
METROPOLITAN LIFE INSURANCE COMPANY
February 27, 1992 - April 11, 1992
MSI FINANCIAL SERVICES, INC.
February 20, 1991 - February 11, 1992
OSAIC FS, INC.
March 13, 1990 - December 31, 1990
OSAIC FS, INC.
April 18, 1989 - August 28, 1989
EMPOWER FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
EMPOWER ADVISORY GROUP, LLC
CRD#: 112058 / SEC#: 801-58105
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/4/2022)
(7/5/2024)
Exams
FINRA
Current Firm
EMPOWER ADVISORY GROUP, LLC
CRD#: 112058 / SEC#: 801-58105
Contact information
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 250,707 |
| AUM (Assets Under Management) | $ 159,120,330,491 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 03/28/2025 | ||
| 11/21/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
