Sandor Petrovics
EMPOWER ADVISORY GROUP | Wealth Advisor
JUPITER, FL
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CRD#: 5538688
Professional summary
Sandor Petrovics, CFP® is a registered financial advisor currently at EMPOWER ADVISORY GROUP, LLC located in Jupiter, Florida and EMPOWER FINANCIAL SERVICES, INC. located in Greenwood Village, Colorado.
Sandor is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Sandor has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
Sandor Petrovics is a Wealth Advisor with J.P. Morgan Wealth Management. As a member of the Burns Nevins Wealth Management Group, he works closely with affluent investors to help protect and manage their capital.
Sandor believes that the best outcome results from developing a progressive and creative wealth plan that critically weights the best opportunities for each individual. Together with his team, he employs a diligent management process that considers the specific financial intentions and goals of his clients, placing emphasis on successful execution and continuous monitoring. From the simple to the most complex wealth management matters, he takes great pride in guiding his clients through impactful financial decisions.
For 18 years, Sandor has managed clients' financial needs through multiple market cycles and corrections. He has developed an in-depth and well-diversified capability set that includes lending, insurance and wealth management at leading Fortune 100 financial institutions.
Sandor attended the Western University, where he earned a B.A. in Economics. He received an M.B.A. from Edinburgh Business School at Heriot-Watt University in Edinburgh. Sandor's dedication to his craft has led him to attain the CFP®, and AIF® designations. He also holds FINRA Series 6, 7, 63, 66, Life, Health and Variable Annuity, and General Agent licenses.
A native of Hungary, Sandor emigrated to Canada with his family when he was 12 years old. At a young age, he gained first-hand entrepreneurial experience helping his parents manage a series of successful businesses that they relied upon for their livelihood. Sandor's international upbringing has fostered a global perspective and an appreciation for the values of hard work and perseverance. He is bilingual and speaks English and Hungarian.
Sandor is a long-time resident of Florida and lives in Jupiter with his wife Karie, daughters Alexa and Chloe, and their Double Doodle, Max. His greatest joy is in spending quality time out-of-doors with his family. Sandor is a serial hobbyist and finds fulfillment in coaching his daughter's soccer team, trail and mountain biking in the Florida Preserves, scuba diving, and working out. He is also a saltwater aquarist.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
None
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.
Effective 2/3/2020 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
CRS (Client Relationship Summary) - RIA
Click below to view Sandor Petrovics's 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®
Start date: 2019
Experience
Current
September 10, 2025 - Present
EMPOWER ADVISORY GROUP, LLC
RIA
CRD#: 112058
JUPITER, FL
Current
September 5, 2025 - Present
EMPOWER FINANCIAL SERVICES, INC.
Office #1: 8515 E Orchard Road, Greenwood Village, CO 80111BD
CRD#: 13109
Greenwood Village, CO
Past
February 5, 2020 - August 14, 2025
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
PALM BEACH GARDENS, FL
Past
February 5, 2020 - August 14, 2025
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
PALM BEACH GARDENS, FL
Past
July 23, 2018 - January 28, 2020
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
WEST PALM BEACH, FL
Past
May 9, 2018 - January 28, 2020
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEST PALM BEACH, FL
Past
October 10, 2017 - May 25, 2018
ALLSTATE FINANCIAL SERVICES, LLC
BD
CRD#: 18272
POMPANO BEACH, FL
Past
September 9, 2014 - June 2, 2017
ALLSTATE FINANCIAL SERVICES, LLC
BD
CRD#: 18272
FORT LAUDERDALE, FL
Past
April 26, 2012 - August 28, 2013
ALLSTATE FINANCIAL SERVICES, LLC
BD
CRD#: 18272
JUPITER, FL
Past
July 8, 2008 - April 10, 2012
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
WEST PALM BEACH, FL
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(9/5/2025)
RR
Alaska(9/5/2025)
RR
Arizona(9/5/2025)
RR
Arkansas(9/5/2025)
RR
California(9/5/2025)
RR
Connecticut(9/5/2025)
RR
Delaware(9/5/2025)
RR
Florida(9/5/2025)
IAR
Florida(9/10/2025)
RR
Georgia(9/5/2025)
RR
Hawaii(9/5/2025)
RR
Idaho(9/5/2025)
RR
Illinois(9/5/2025)
RR
Indiana(9/5/2025)
RR
Iowa(9/5/2025)
RR
Kansas(9/5/2025)
RR
Kentucky(9/5/2025)
RR
Maine(9/5/2025)
RR
Massachusetts(9/5/2025)
RR
Michigan(9/5/2025)
RR
Minnesota(9/5/2025)
RR
Mississippi(9/5/2025)
RR
Missouri(9/5/2025)
RR
Montana(9/5/2025)
RR
Nebraska(9/5/2025)
RR
Nevada(9/5/2025)
RR
New Hampshire(9/5/2025)
RR
New Jersey(9/5/2025)
RR
New Mexico(9/5/2025)
RR
New York(9/5/2025)
RR
North Carolina(9/5/2025)
RR
North Dakota(9/5/2025)
RR
Oklahoma(9/5/2025)
RR
Oregon(9/5/2025)
RR
Pennsylvania(9/5/2025)
RR
Rhode Island(9/5/2025)
RR
South Carolina(9/5/2025)
RR
South Dakota(9/5/2025)
RR
Tennessee(9/5/2025)
RR
Texas(9/5/2025)
RR
Utah(9/5/2025)
RR
Vermont(9/5/2025)
RR
Virginia(9/5/2025)
RR
Washington(9/5/2025)
RR
West Virginia(9/5/2025)
RR
Wisconsin(9/5/2025)
RR
Wyoming(9/5/2025)
Exams
State Security Law Exam
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
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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
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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Company Information
EMPOWER ADVISORY GROUP, LLC
Wealth AdvisorCRD#: 112058Jupiter, FLTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
