Michael Koutsoudakis
Professional summary
Michael Koutsoudakis is a registered financial advisor currently at EMPOWER ADVISORY GROUP, LLC located in Holmdel, New Jersey and EMPOWER FINANCIAL SERVICES, INC. located in Greenwood Village, Colorado.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Michael has worked at 9 firms and has passed the Series 65, Series 63, Series 6TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael Koutsoudakis's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 22, 2022 - Present
EMPOWER ADVISORY GROUP, LLC
April 22, 2022 - Present
EMPOWER FINANCIAL SERVICES, INC.
Office #1: 8515 E Orchard Road, Greenwood Village, CO 80111June 5, 2020 - April 18, 2022
PAULSON INVESTMENT ADVISORS, LLC
June 7, 2019 - April 18, 2022
PAULSON INVESTMENT COMPANY LLC
January 10, 2017 - June 3, 2019
MORGAN STANLEY
January 9, 2017 - June 3, 2019
MORGAN STANLEY
December 17, 2015 - September 21, 2016
J.P. MORGAN SECURITIES LLC
December 17, 2015 - September 21, 2016
J.P. MORGAN SECURITIES LLC
July 18, 2012 - November 16, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
June 27, 2012 - November 16, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 13, 2011 - February 6, 2012
E*TRADE SECURITIES LLC
November 9, 2009 - August 6, 2010
B. RILEY SECURITIES, INC.
Primary Firm SEC Registration
EMPOWER ADVISORY GROUP, LLC
CRD#: 112058 / SEC#: 801-58105
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/16/2025)
(10/23/2024)
(10/25/2024)
(10/23/2024)
(8/1/2025)
(11/1/2024)
Exams
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationFINRA
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
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