Gerald J. Nassif

EMPOWER ADVISORY GROUP

PONTE VEDRA, FL

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CRD#: 4253993

Professional summary

Gerald James Nassif, CFP®, who also goes by Gerald James Nassif, Gerald Nassif, is a registered financial advisor currently at EMPOWER ADVISORY GROUP, LLC located in Ponte Vedra, Florida and EMPOWER FINANCIAL SERVICES, INC. located in Greenwood Village, Colorado.

Gerald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Gerald has worked at 15 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gerald James Nassif | Gerald Nassif

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gerald James Nassif'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®

CFP^®

Certified Financial Planner

Experience

Current

February 10, 2026 - Present

EMPOWER ADVISORY GROUP, LLC

RIA

CRD#: 112058

PONTE VEDRA, FL

Current

February 6, 2026 - Present

EMPOWER FINANCIAL SERVICES, INC.

Office #1: 8515 E Orchard Road, Greenwood Village, CO 80111

CRD#: 13109

Greenwood Village, CO

Past

May 29, 2025 - October 10, 2025

FACET

RIA

CRD#: 285961

PONTE VEDRA, FL

Past

March 31, 2025 - May 28, 2025

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

PONTE VEDRA, FL

Past

May 15, 2019 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

JACKSONVILLE, FL

Past

April 3, 2019 - May 28, 2025

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

JACKSONVILLE, FL

Past

November 29, 2010 - September 1, 2017

USAA FINANCIAL PLANNING SERVICES

RIA

CRD#: 106352

TAMPA, FL

Past

November 10, 2010 - September 1, 2017

USAA FINANCIAL ADVISORS, INC.

CRD#: 129035

TAMPA, FL

Past

December 1, 2008 - November 3, 2010

FIRST ALLIED SECURITIES, INC.

RIA

CRD#: 32444

CARY, NC

Past

December 1, 2008 - November 3, 2010

FIRST ALLIED SECURITIES, INC.

CRD#: 32444

CARY, NC

Past

April 10, 2007 - December 5, 2008

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

CARY, NC

Past

January 11, 2007 - December 5, 2008

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

CARY, NC

Past

January 10, 2005 - November 28, 2006

GUNNALLEN FINANCIAL, INC

CRD#: 17609

TAMPA, FL

Past

June 4, 2004 - June 29, 2004

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Past

October 7, 2002 - December 15, 2003

CARILLON INVESTMENTS, INC.

CRD#: 14646

CINCINNATI, OH

Past

October 5, 2000 - September 16, 2002

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

CLEARWATER, FL

Past

October 4, 2000 - September 16, 2002

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

October 4, 2000 - September 16, 2002

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

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.

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

Alabama
(2/6/2026)

Alaska
(2/6/2026)

Arizona
(2/6/2026)

Arkansas
(2/6/2026)

California
(2/6/2026)

Connecticut
(2/6/2026)

Delaware
(2/6/2026)

Florida
(2/6/2026)

IAR

Florida
(2/10/2026)

Georgia
(2/6/2026)

Hawaii
(2/6/2026)

Idaho
(2/6/2026)

Illinois
(2/6/2026)

Indiana
(2/6/2026)

Iowa
(2/6/2026)

Kansas
(2/6/2026)

Kentucky
(2/6/2026)

Maine
(2/6/2026)

Massachusetts
(2/6/2026)

Michigan
(2/6/2026)

Minnesota
(2/6/2026)

Mississippi
(2/6/2026)

Missouri
(2/6/2026)

Montana
(2/6/2026)

Nebraska
(2/6/2026)

Nevada
(2/6/2026)

New Hampshire
(2/6/2026)

New Jersey
(2/6/2026)

New Mexico
(2/6/2026)

New York
(2/6/2026)

North Carolina
(2/6/2026)

North Dakota
(2/6/2026)

Oklahoma
(2/6/2026)

Oregon
(2/6/2026)

Pennsylvania
(2/6/2026)

Rhode Island
(2/6/2026)

South Carolina
(2/6/2026)

South Dakota
(2/6/2026)

Tennessee
(2/6/2026)

Texas
(2/6/2026)

Utah
(2/6/2026)

Vermont
(2/6/2026)

Virginia
(2/6/2026)

Washington
(2/6/2026)

West Virginia
(2/6/2026)

Wisconsin
(2/6/2026)

Wyoming
(2/6/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/9/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 2/9/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 9/1/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/3/2000

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

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)

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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

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 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	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.

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Advisor Monitoring

Firm Stability Insights

Gerald J. Nassif

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gerald James Nassif's CRS (Customer Relationship Summary).

Certified licenses

Experience

EMPOWER FINANCIAL SERVICES, INC.

FACET

STRATEGIC ADVISERS LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

USAA FINANCIAL PLANNING SERVICES

USAA FINANCIAL ADVISORS, INC.

FIRST ALLIED SECURITIES, INC.

FIRST ALLIED SECURITIES, INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

GUNNALLEN FINANCIAL, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

CARILLON INVESTMENTS, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

EMPOWER ADVISORY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/9/2007

Series 66

Date: 2/9/2001

SIE

Date: 9/1/2017

Series 7

Date: 10/3/2000

FINRA

Current Firm

EMPOWER ADVISORY GROUP, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

EMPOWER ADVISORY GROUP, LLC

TRUST BUT VERIFY

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