Kevin Destefanis
Professional summary
Kevin Destefanis, CFP®, who also goes by Kevin Destefanis, Kevin Anthony Destefanis, is a registered financial advisor currently at EMPOWER ADVISORY GROUP, LLC located in Chandler, Arizona and EMPOWER FINANCIAL SERVICES, INC. located in Greenwood Village, Colorado.
Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Kevin has worked at 6 firms and has passed the Series 66, SIE, Series 7, Series 9, Series 10 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Destefanis's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 27, 2022 - Present
EMPOWER ADVISORY GROUP, LLC
April 22, 2022 - Present
EMPOWER FINANCIAL SERVICES, INC.
Office #1: 8515 E Orchard Road, Greenwood Village, CO 80111September 21, 2018 - April 20, 2022
MML INVESTORS SERVICES, LLC
August 31, 2018 - April 20, 2022
MML INVESTORS SERVICES, LLC
March 15, 2016 - August 8, 2018
EDWARD JONES
February 25, 2016 - August 8, 2018
EDWARD JONES
April 1, 2014 - February 22, 2016
MML STRATEGIC DISTRIBUTORS, LLC
November 5, 2013 - April 1, 2014
MML DISTRIBUTORS, LLC
November 5, 2013 - February 22, 2016
MML INVESTORS SERVICES, LLC
April 27, 2011 - September 10, 2013
EDWARD JONES
April 13, 2011 - September 10, 2013
EDWARD JONES
September 13, 2010 - February 9, 2011
EDWARD JONES
August 30, 2010 - February 9, 2011
EDWARD JONES
Primary Firm SEC Registration
EMPOWER ADVISORY GROUP, LLC
CRD#: 112058 / SEC#: 801-58105
State Registrations and Notice Filings
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Exams
FINRA
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
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.
