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PP

Philip G. Parker

EMPOWER ADVISORY GROUP
Bolton, CT
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CRD#: 5784224
PP

Professional summary


Philip Grant Parker, who also goes by Philip Parker, is a registered financial advisor currently at EMPOWER ADVISORY GROUP, LLC located in Bolton, Connecticut and EMPOWER FINANCIAL SERVICES, INC. located in Hartford, Connecticut.

Philip is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Philip has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Philip Parker

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.
Trail Life USA Troop 1635, Newington, CT / Treasurer. Designated signator on troop bank account; balancing the budget; collecting dues, event expense management, accounts payables. 5 hours per month; 0 during normal business hours.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Philip Grant Parker'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

January 27, 2023 - Present

EMPOWER ADVISORY GROUP, LLC

RIA
CRD#: 112058
Bolton, CT
Current

April 4, 2022 - Present

EMPOWER FINANCIAL SERVICES, INC.

Office #1: 280 Trumbull Street, Hartford, CT 06103
BD
CRD#: 13109
Hartford, CT
Past

July 8, 2021 - April 4, 2022

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

BD
CRD#: 18353
Hartford, CT
Past

January 28, 2020 - May 28, 2021

KEY INVESTMENT SERVICES LLC

BD
CRD#: 136300
MANCHESTER, CT
Past

May 30, 2017 - January 15, 2020

OSAIC INSTITUTIONS, INC.

BD
CRD#: 35371
Coventry, CT
Past

September 21, 2016 - May 18, 2017

KEY INVESTMENT SERVICES LLC

BD
CRD#: 136300
COVENTRY, CT
Past

April 5, 2016 - September 21, 2016

LPL FINANCIAL LLC

BD
CRD#: 6413
COVENTRY, CT
Past

February 24, 2012 - April 17, 2015

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
WINDSOR, CT
Past

September 12, 2011 - December 20, 2013

VOYA FINANCIAL PARTNERS, LLC

BD
CRD#: 34815
WINDSOR, CT

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
(4/4/2022)
RR
Alaska
(4/4/2022)
RR
Arizona
(4/4/2022)
RR
Arkansas
(4/4/2022)
RR
California
(4/4/2022)
RR
Connecticut
(4/4/2022)
IAR
Connecticut
(1/27/2023)
RR
Delaware
(4/4/2022)
RR
Georgia
(4/4/2022)
RR
Hawaii
(4/4/2022)
RR
Idaho
(4/4/2022)
RR
Illinois
(4/4/2022)
RR
Indiana
(4/4/2022)
RR
Iowa
(4/4/2022)
RR
Kansas
(4/4/2022)
RR
Kentucky
(4/4/2022)
RR
Maine
(4/4/2022)
RR
Massachusetts
(4/4/2022)
RR
Michigan
(4/4/2022)
RR
Minnesota
(4/4/2022)
RR
Mississippi
(4/4/2022)
RR
Missouri
(4/4/2022)
RR
Montana
(4/4/2022)
RR
Nebraska
(4/4/2022)
RR
Nevada
(4/4/2022)
RR
New Hampshire
(4/4/2022)
RR
New Jersey
(4/4/2022)
RR
New Mexico
(4/4/2022)
RR
New York
(4/4/2022)
RR
North Carolina
(4/4/2022)
RR
North Dakota
(4/4/2022)
RR
Oklahoma
(4/4/2022)
RR
Oregon
(4/4/2022)
RR
Pennsylvania
(4/4/2022)
RR
Rhode Island
(4/4/2022)
RR
South Carolina
(4/4/2022)
RR
South Dakota
(4/4/2022)
RR
Tennessee
(4/4/2022)
RR
Texas
(4/4/2022)
RR
Utah
(4/4/2022)
RR
Vermont
(4/4/2022)
RR
Virginia
(4/4/2022)
RR
Washington
(4/4/2022)
RR
West Virginia
(4/4/2022)
RR
Wisconsin
(4/4/2022)
RR
Wyoming
(4/4/2022)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 12/21/2022
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EMPOWER ADVISORY GROUP PERSONAL STRATEGY(R) WRAP FEE PROGRAM (11/25/2025)

Regulatory assets under management


Total Number of Accounts250,707
AUM (Assets Under Management)$ 159,120,330,491

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
03/28/2025
Cover Page
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.

Company Information


EMPOWER ADVISORY GROUP, LLC

CRD#: 112058Bolton, CT

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