Brandi L. Starr
Professional summary
Brandi Leigh Starr, CFP®, who also goes by Brandi Leigh Jones, Brandi Leigh Starr, is a registered financial advisor currently at EMPOWER ADVISORY GROUP, LLC located in Odessa, Florida and EMPOWER FINANCIAL SERVICES, INC. located in Odessa, Florida.
Brandi is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Brandi has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 9, Series 10, Series 4 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brandi Leigh Starr's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 15, 2023 - Present
EMPOWER ADVISORY GROUP, LLC
April 5, 2023 - Present
EMPOWER FINANCIAL SERVICES, INC.
January 4, 2023 - March 31, 2023
MORGAN STANLEY
January 3, 2023 - March 31, 2023
MORGAN STANLEY
March 10, 2016 - March 31, 2023
HARRISDIRECT LLC
February 5, 2016 - March 31, 2023
E*TRADE SECURITIES LLC
January 7, 2011 - February 3, 2016
TD AMERITRADE, INC.
January 7, 2011 - February 3, 2016
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
May 4, 2006 - February 3, 2016
TD AMERITRADE, INC.
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
FINRA
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.
