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

Kedric J. Spearman

EMPOWER ADVISORY GROUP
Fort Mill, SC
Some features on this profile are disabled
CRD#: 4566252
KS

Professional summary


Kedric Jemol Spearman, CFP®, who also goes by Kedric Jemol Spearman, is a registered financial advisor currently at EMPOWER ADVISORY GROUP, LLC located in Fort Mill, South Carolina and EMPOWER FINANCIAL SERVICES, INC. located in Greenwood Village, Colorado.

Kedric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Kedric has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Kedric Jemol Spearman

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.
EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Kedric Jemol Spearman'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®

Experience


Current

September 22, 2023 - Present

EMPOWER ADVISORY GROUP, LLC

RIA
CRD#: 112058
Fort Mill, SC
Current

September 22, 2023 - Present

EMPOWER FINANCIAL SERVICES, INC.

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

May 6, 2016 - August 14, 2023

VANGUARD ADVISERS, INC.

RIA
CRD#: 106715
Charlotte, NC
Past

May 6, 2016 - August 14, 2023

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
CHARLOTTE, NC
Past

August 22, 2014 - April 12, 2016

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA
CRD#: 20472
CHARLOTTE, NC
Past

September 27, 2012 - April 12, 2016

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
CHARLOTTE, NC
Past

August 19, 2002 - September 13, 2012

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
CHARLOTTE, NC

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
(9/22/2023)
RR
Alaska
(9/22/2023)
RR
Arizona
(9/22/2023)
RR
Arkansas
(9/22/2023)
RR
California
(9/22/2023)
RR
Connecticut
(9/22/2023)
RR
Delaware
(9/22/2023)
RR
Georgia
(9/22/2023)
RR
Hawaii
(9/22/2023)
RR
Idaho
(9/22/2023)
RR
Illinois
(9/22/2023)
RR
Indiana
(9/22/2023)
RR
Iowa
(9/22/2023)
RR
Kansas
(9/22/2023)
RR
Kentucky
(9/22/2023)
RR
Maine
(9/22/2023)
RR
Massachusetts
(9/22/2023)
RR
Michigan
(9/22/2023)
RR
Minnesota
(9/22/2023)
RR
Mississippi
(9/22/2023)
RR
Missouri
(9/22/2023)
RR
Montana
(9/22/2023)
RR
Nebraska
(9/22/2023)
RR
Nevada
(9/22/2023)
RR
New Hampshire
(9/22/2023)
RR
New Jersey
(9/22/2023)
RR
New Mexico
(9/22/2023)
RR
New York
(9/22/2023)
RR
North Carolina
(9/22/2023)
RR
North Dakota
(9/22/2023)
RR
Oklahoma
(9/22/2023)
RR
Oregon
(9/22/2023)
RR
Pennsylvania
(9/22/2023)
RR
Rhode Island
(9/22/2023)
RR
South Carolina
(9/22/2023)
IAR
South Carolina
(9/22/2023)
RR
South Dakota
(9/22/2023)
RR
Tennessee
(9/22/2023)
RR
Texas
(9/22/2023)
RR
Utah
(9/22/2023)
RR
Vermont
(9/22/2023)
RR
Virginia
(9/22/2023)
RR
Washington
(9/22/2023)
RR
West Virginia
(9/22/2023)
RR
Wisconsin
(9/22/2023)
RR
Wyoming
(9/22/2023)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/22/2014
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product 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
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)

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
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.

Company Information


EMPOWER ADVISORY GROUP, LLC

CRD#: 112058Fort Mill, SC

TRUST BUT VERIFY

Monitor Kedric Spearman

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
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

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