Melissa Lester
Professional summary
Melissa Lester, who also goes by Melissa Robbins Lester, Melissa Lester, Missy Lester, Melissa Robbins, is a registered financial advisor currently at EMPOWER ADVISORY GROUP, LLC located in Thornton, Colorado and EMPOWER FINANCIAL SERVICES, INC. located in Greenwood Village, Colorado.
Melissa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Melissa has worked at 6 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 7, Series 4, Series 24, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Melissa Lester's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 3, 2023 - Present
EMPOWER ADVISORY GROUP, LLC
April 3, 2023 - Present
EMPOWER FINANCIAL SERVICES, INC.
Office #1: 8515 E Orchard Road, Greenwood Village, CO 80111August 13, 2020 - August 9, 2022
ROBINHOOD FINANCIAL, LLC
July 13, 2018 - July 22, 2020
FIDELITY PERSONAL AND WORKPLACE ADVISORS
November 5, 2015 - July 13, 2018
STRATEGIC ADVISERS LLC
October 26, 2009 - July 21, 2020
FIDELITY BROKERAGE SERVICES LLC
October 6, 2008 - July 9, 2009
FIDELITY BROKERAGE SERVICES LLC
September 29, 2000 - November 15, 2006
STRATEGIC ADVISERS LLC
November 22, 1996 - November 15, 2006
FIDELITY BROKERAGE SERVICES LLC
Primary Firm SEC Registration
EMPOWER ADVISORY GROUP, LLC
CRD#: 112058 / SEC#: 801-58105
State Registrations and Notice Filings
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Visual representation of state registrations
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Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
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
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.
