MT
Marc A. Turzo
EMPOWER ADVISORY GROUP
SEWELL, NJ
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CRD#: 2517258
MT
Professional summary
Marc A Turzo, who also goes by Marc Andrew Turzo, is a registered financial advisor currently at EMPOWER ADVISORY GROUP, LLC located in Sewell, New Jersey and EMPOWER FINANCIAL SERVICES, INC. located in Greenwood Village, Colorado.
Marc is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Marc has worked at 9 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Marc Andrew Turzo
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) MAHA MANAGEMENT LLC PO BOX 472 STRATFORD, NJ 08084. CATEGORY: REAL ESTATE, RENTAL. INVESTMENT-RELATED. TITLE: OWNER. DUTIES: RENTAL PROPERTY-COLLECT RENT, MAKE REPAIRS, PROPERTY MGMT. START: 2/2004. 2 HRS PER MONTH; 0 DURING TRADING HRS. 2) MAHA MANAGEMENT, LLC, PO BOX 472 STRATFORD, NJ 08084 CATEGORY: REAL ESTATE, RENTAL INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: RENTAL PROPERTY - COLLECT RENT, MAKE REPAIRS, PROPERTY MANAGEMENT. START DATE: 2/2004 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 0
CRS (Client Relationship Summary) - RIA
Click below to view Marc A Turzo's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 14, 2024 - Present
EMPOWER ADVISORY GROUP, LLC
RIA
CRD#: 112058
SEWELL, NJ
Current
August 14, 2024 - Present
EMPOWER FINANCIAL SERVICES, INC.
Office #1: 8515 E Orchard Road, Greenwood Village, CO 80111BD
CRD#: 13109
Greenwood Village, CO
Past
May 20, 2010 - April 16, 2024
OSAIC FA, INC.
RIA
CRD#: 3978
SEWELL, NJ
Past
May 20, 2010 - April 16, 2024
OSAIC FA, INC.
BD
CRD#: 3978
SEWELL, NJ
Past
November 18, 2009 - May 4, 2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
PENNINGTON, NJ
Past
October 19, 2009 - May 4, 2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
PENNINGTON, NJ
Past
March 12, 2007 - May 11, 2009
LINCOLN FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 145
RADNOR, PA
Past
February 17, 2006 - September 27, 2006
PNC WEALTH MANAGEMENT LLC
BD
CRD#: 129052
COLLINGSWOOD, NJ
Past
November 5, 1996 - June 8, 2004
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
MALVERN, PA
Past
October 11, 1994 - May 13, 1996
AMERIPRISE ADVISOR SERVICES, INC.
BD
CRD#: 5979
DETROIT, MI
Past
August 24, 1994 - September 15, 1994
HIBBARD BROWN & CO., INC.
BD
CRD#: 18246
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EA
EMPOWER ADVISORY GROUP, LLC
ADVISED ASSETS GROUP INC | EMPOWER ADVISORY GROUP, LLC | ADVISED ASSETS GROUP, LLC
CRD#: 112058 / SEC#: 801-58105
RIA
Registered Investment Advisory firm - (11/22/2000 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(8/14/2024)
RR
Alaska(8/14/2024)
RR
Arizona(8/14/2024)
RR
Arkansas(8/14/2024)
RR
California(8/14/2024)
RR
Connecticut(8/14/2024)
RR
Delaware(8/14/2024)
RR
Georgia(8/14/2024)
RR
Hawaii(8/14/2024)
RR
Idaho(8/14/2024)
RR
Illinois(8/14/2024)
RR
Indiana(8/14/2024)
RR
Iowa(8/14/2024)
RR
Kansas(8/14/2024)
RR
Kentucky(8/14/2024)
RR
Maine(8/14/2024)
RR
Massachusetts(8/14/2024)
RR
Michigan(8/14/2024)
RR
Minnesota(8/14/2024)
RR
Mississippi(8/14/2024)
RR
Missouri(8/14/2024)
RR
Montana(8/14/2024)
RR
Nebraska(8/14/2024)
RR
Nevada(8/14/2024)
RR
New Hampshire(8/14/2024)
RR
New Jersey(8/14/2024)
IAR
New Jersey(8/14/2024)
RR
New Mexico(8/14/2024)
RR
New York(8/14/2024)
RR
North Carolina(8/14/2024)
RR
North Dakota(8/14/2024)
RR
Oklahoma(8/14/2024)
RR
Oregon(8/14/2024)
RR
Pennsylvania(8/14/2024)
RR
Rhode Island(8/14/2024)
RR
South Carolina(8/14/2024)
RR
South Dakota(8/14/2024)
RR
Tennessee(8/14/2024)
RR
Texas(8/14/2024)
RR
Utah(8/14/2024)
RR
Vermont(8/14/2024)
RR
Virginia(8/14/2024)
RR
Washington(8/14/2024)
RR
West Virginia(8/14/2024)
RR
Wisconsin(8/14/2024)
RR
Wyoming(8/14/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
EA
EMPOWER ADVISORY GROUP, LLC
ADVISED ASSETS GROUP INC | EMPOWER ADVISORY GROUP, LLC | ADVISED ASSETS GROUP, LLC
CRD#: 112058 / SEC#: 801-58105
RIA
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Contact information
Main Address
8515 East Orchard Rd 4t2, Greenwood Village, CO 80111
Mailing Address
Phone number
(866) 575-4977
Established
Firm type
Fiscal year end
# of Employees
822
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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
