AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
PM

Paul B. Meyer

EMPOWER ADVISORY GROUP
PARAMUS, NJ
Some features on this profile are disabled
CRD#: 2973994
PM

Professional summary

Paul B Meyer, who also goes by Paul Bryan Meyer, is a registered financial advisor currently at EMPOWER ADVISORY GROUP, LLC located in Paramus, New Jersey and EMPOWER FINANCIAL SERVICES, INC. located in Greenwood Village, Colorado.

Paul is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Paul has worked at 9 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Paul Bryan Meyer

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.
NAME: CAREPLUS NJ INV REL: Y ADD: 610 VALLEY HEALTH PLAZA PARAMUS NJ 07652 NATURE: ASSIST INDIVIDUALS W/ METAL HEALTH/SUBSTANCE ABUSE/ PSYCHIATRY CARE POSITION: FOUNDATION BOARD MEMBER STATE DATE: 1/1/2022 NO HRS/MO: 5 NO HRS/MO DUR TRADING: 1 DUTIES: ASSIST IN DECISION ON HOW TO ALLOCATE FUNDS TO INDIVIDUALS IN THE CAREPLUS NJ ORGANIZATION, ASSIST IN FUNDRAISING EFFORTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul B Meyer's CRS (Customer Relationship Summary).
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®
None

Experience

Current

December 4, 2024 - Present

EMPOWER ADVISORY GROUP, LLC

RIA
CRD#: 112058
PARAMUS, NJ
Current

December 2, 2024 - Present

EMPOWER FINANCIAL SERVICES, INC.

Office #1: 8515 E Orchard Road, Greenwood Village, CO 80111
BD
CRD#: 13109
Greenwood Village, CO
Past

August 3, 2021 - October 30, 2024

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
SADDLE BROOK, NJ
Past

February 9, 2021 - October 30, 2024

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SADDLE BROOK, NJ
Past

September 4, 2013 - March 9, 2020

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

September 22, 2008 - June 7, 2013

BARCLAYS CAPITAL INC.

BD
CRD#: 19714
NEW YORK, NY
Past

October 6, 2003 - September 22, 2008

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

November 14, 2002 - October 14, 2003

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BD
CRD#: 30107
BOSTON, MA
Past

December 18, 2000 - November 5, 2002

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

January 8, 1998 - December 6, 2000

BT BROKERAGE CORPORATION

BD
CRD#: 16570
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
(12/2/2024)
RR
Alaska
(12/2/2024)
RR
Arizona
(12/2/2024)
RR
Arkansas
(12/2/2024)
RR
California
(12/2/2024)
RR
Connecticut
(12/2/2024)
RR
Delaware
(12/2/2024)
RR
Georgia
(12/2/2024)
RR
Hawaii
(12/2/2024)
RR
Idaho
(12/2/2024)
RR
Illinois
(12/2/2024)
RR
Indiana
(12/2/2024)
RR
Iowa
(12/2/2024)
RR
Kansas
(12/2/2024)
RR
Kentucky
(12/2/2024)
RR
Maine
(12/2/2024)
RR
Massachusetts
(12/2/2024)
RR
Michigan
(12/2/2024)
RR
Minnesota
(12/2/2024)
RR
Mississippi
(12/2/2024)
RR
Missouri
(12/2/2024)
RR
Montana
(12/2/2024)
RR
Nebraska
(12/2/2024)
RR
Nevada
(12/2/2024)
RR
New Hampshire
(12/2/2024)
RR
New Jersey
(12/2/2024)
IAR
New Jersey
(12/4/2024)
RR
New Mexico
(12/2/2024)
RR
New York
(12/2/2024)
RR
North Carolina
(12/2/2024)
RR
North Dakota
(12/2/2024)
RR
Oklahoma
(12/2/2024)
RR
Oregon
(12/2/2024)
RR
Pennsylvania
(12/2/2024)
RR
Rhode Island
(12/2/2024)
RR
South Carolina
(12/2/2024)
RR
South Dakota
(12/2/2024)
RR
Tennessee
(12/2/2024)
RR
Texas
(12/2/2024)
RR
Utah
(12/2/2024)
RR
Vermont
(12/2/2024)
RR
Virginia
(12/2/2024)
RR
Washington
(12/2/2024)
RR
West Virginia
(12/2/2024)
RR
Wisconsin
(12/2/2024)
RR
Wyoming
(12/2/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/26/2021
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 1/26/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/6/1998
General Securities Representative Examination
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
Registered Investment Advisory firm - (11/22/2000 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EMPOWER ADVISORY GROUP PERSONAL STRATEGY(R) WRAP FEE PROGRAM (11/25/2025)
EMPOWER ADVISORY GROUP - ONLINE ADVICE & MANAGED ACCOUNT SERVICE FOR EMPOWER PREMIER IRA (9/22/2025)
EMPOWER ADVISORY GROUP FINANCIAL PLANNING SERVICE (9/19/2025)
EMPOWER PREMIER INVESTMENT ACCOUNT (9/19/2025)
EMPOWER ADVISORY GROUP WRAP FEE PROGRAM BROCHURE FOR EMPOWER MANAGED PORTFOLIOS (9/19/2025)
EMPOWER ADVISORY GROUP - ONLINE ADVICE & PROFESSIONAL MANAGEMENT PROGRAM (9/19/2025)
EMPOWER ADVISORY GROUP - ONLINE ADVICE & MANAGED ACCOUNT SERVICE/MY TOTAL RETIREMENT (9/19/2025)

Regulatory assets under management

Total Number of Accounts250,707
AUM (Assets Under Management)$ 159,120,330,491

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
03/28/2025
Cover Page
Report
11/21/2023
Cover Page
Report

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.

Company Information

EMPOWER ADVISORY GROUP, LLC

CRD#: 112058Paramus, NJ

TRUST BUT VERIFY

Monitor Paul Meyer

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics