Melissa A. Cox

EMPOWER ADVISORY GROUP

STRUTHERS, OH

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CRD#: 5213457

Professional summary

Melissa A Cox, who also goes by Melissa A Conti, Melissa Ann Conti, Melissa A Cox, is a registered financial advisor currently at EMPOWER ADVISORY GROUP, LLC located in Struthers, Ohio 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 2007. Melissa has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Melissa A Conti | Melissa Ann Conti | Melissa A Cox

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 name of the other business: MAC Collective Holdings, LLC whether the business is investment-related; Yes the address of the other business; 45 Lakeshore Dr. Struthers, OH 44471 the nature of the other business; holding company for real estate investments. Currently no holdings your position; Owner title, or relationship with the other business; Owner the start date of your relationship; 11/1/2023 the approximate number of hours/month you devote to the other business; 5-10 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; buy and sell investment real estate properties the name of the other business; MAC New Horizons, LLC - whether the business is investment-related; yes the address of the other business; 45 Lakeshore Dr. Struthers, OH 44471 the nature of the other business; operating company for real estate investments your position; owner title, or relationship with the other business; owner the start date of your relationship; 11/14/2023 the approximate number of hours/month you devote to the other business; 5-10 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; buy and sell investment real estate properties

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melissa A Cox'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

April 22, 2024 - Present

EMPOWER ADVISORY GROUP, LLC

RIA

CRD#: 112058

STRUTHERS, OH

Current

April 22, 2024 - Present

EMPOWER FINANCIAL SERVICES, INC.

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

CRD#: 13109

Greenwood Village, CO

Past

February 22, 2023 - December 24, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Struthers, OH

Past

February 21, 2023 - December 24, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

September 11, 2015 - January 18, 2023

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Canfield, OH

Past

August 27, 2015 - January 13, 2023

HBKS WEALTH ADVISORS

RIA

CRD#: 112139

CANFIELD, OH

Past

April 2, 2015 - August 24, 2015

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

HERMITAGE, PA

Past

April 1, 2015 - August 24, 2015

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

HERMITAGE, PA

Past

June 2, 2010 - February 27, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CANFIELD, OH

Past

May 28, 2010 - February 27, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CANFIELD, OH

Past

May 7, 2008 - January 2, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PITTSBURGH, PA

Past

May 7, 2008 - January 2, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PITTSBURGH, PA

Past

May 15, 2007 - December 11, 2007

BUTLER, WICK & CO., INC.

CRD#: 120

CANFIELD, OH

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

Ohio
(4/22/2024)

IAR

Ohio
(4/22/2024)

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 66

Date: 12/13/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/14/2007

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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Firm Stability Insights

Melissa A. Cox

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melissa A Cox's CRS (Customer Relationship Summary).

Certified licenses

Experience

EMPOWER FINANCIAL SERVICES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

PURSHE KAPLAN STERLING INVESTMENTS

HBKS WEALTH ADVISORS

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BUTLER, WICK & CO., INC.

Primary Firm SEC Registration

EMPOWER ADVISORY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/13/2007

SIE

Date: 10/1/2018

Series 7

Date: 5/14/2007

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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