Patrick B. Arey
Professional summary
Patrick Blais Arey, who also goes by Patrick B Arey, Patrick Blais Arey, is a registered financial advisor currently at EMPOWER ADVISORY GROUP, LLC located in East Falmouth, Massachusetts and EMPOWER FINANCIAL SERVICES, INC. located in Hartford, Connecticut.
Patrick is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Patrick has worked at 7 firms and has passed the Series 65, Series 63, Series 6TO, Series 3, SIE, Series 7 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Blais Arey's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 2, 2023 - Present
EMPOWER ADVISORY GROUP, LLC
April 19, 2023 - Present
EMPOWER FINANCIAL SERVICES, INC.
Office #1: 280 Trumbull Street, Hartford, CT 06103September 29, 2021 - April 6, 2023
FORESIDE FINANCIAL SERVICES, LLC
March 27, 2017 - May 19, 2021
EMPOWER ADVISORY GROUP, LLC
March 16, 2017 - May 19, 2021
EMPOWER FINANCIAL SERVICES, INC.
October 16, 2014 - February 14, 2017
VIRTUS INVESTMENT ADVISERS, LLC
August 18, 2014 - February 3, 2017
VP DISTRIBUTORS LLC
October 22, 2012 - July 16, 2014
PYRAMIS DISTRIBUTORS CORPORATION LLC
February 24, 2010 - September 4, 2012
FIDELITY BROKERAGE SERVICES LLC
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
(4/19/2023)
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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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