Matthew Surrency, CFP | Financial Professional | Jacksonville, Florida | EMPOWER ADVISORY GROUP, LLC

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Contact Information

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Disclosures on record.

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.

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Credentials

CFP®

Certified Financial Planner

Years of Experience

14 years registered in the securities industry

Current & Past Employments

Current

EMPOWER ADVISORY GROUP, LLCCurrent·CRD# 112058

RIA

Jacksonville, FL

June 9, 2026 - Present

EMPOWER FINANCIAL SERVICES, INC.Current·CRD# 13109

BD

Jacksonville, FL

June 4, 2026 - Present

Past

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDPast·CRD# 7691

RIA

Jacksonville, FL

January 29, 2013 - May 19, 2026

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDPast·CRD# 7691

BD

Jacksonville, FL

January 29, 2013 - May 19, 2026

WADDELL & REEDPast·CRD# 866

RIA

Colorado Springs, CO

May 7, 2012 - December 21, 2012

WADDELL & REEDPast·CRD# 866

BD

Colorado Springs, CO

March 14, 2012 - December 21, 2012

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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 - SEC (11/22/2000 Approved)

Contact Information

Main Address

8515 East Orchard Rd 4t2, Greenwood Village, CO 80111

Phone Number

(866) 575-4977

# of Employees

8,051

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EMPOWER ADVISORY GROUP - EMPOWER PLANNING AND ADVICE SERVICES (11/9/2026)

EMPOWER ADVISORY GROUP WRAP FEE PROGRAM BROCHURE FOR EMPOWER MANAGED PORTFOLIOS (5/15/2026)

EMPOWER ADVISORY GROUP FINANCIAL PLANNING SERVICE (5/15/2026)

EMPOWER ADVISORY GROUP - ONLINE ADVICE & MANAGED ACCOUNT SERVICE FOR EMPOWER PREMIER IRA (5/15/2026)

EMPOWER PREMIER INVESTMENT ACCOUNT (5/15/2026)

EMPOWER ADVISORY GROUP PERSONAL STRATEGY(R) WRAP FEE PROGRAM (5/15/2026)

EMPOWER ADVISORY GROUP - ONLINE ADVICE & PROFESSIONAL MANAGEMENT PROGRAM (5/15/2026)

EMPOWER ADVISORY GROUP - ONLINE ADVICE & MANAGED ACCOUNT SERVICE/MY TOTAL RETIREMENT (5/15/2026)

Regulatory Assets Under Management

Total Number of Accounts

297,074

AUM (Assets Under Management)

$195,426,321,479

Accountant Surprise Examination Report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2026	Cover Page	Report
02/26/2026	Cover Page	Report
03/28/2025	Cover Page	Report
11/21/2023	Cover Page	Report

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

I*3784271 Entity Type: Entity For Profit Name of OBA: Surrency Holdings LLC Address: Jacksonville, Florida, 32218 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 01/20/2026 Number of Hours: 2, Monthly Number of Hours during trading: 0, Monthly Duties: Rental Property in an LLC I am a member of the LLC and the manager

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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 - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Alabama
(6/4/2026)

RR

Alaska
(6/4/2026)

RR

Arizona
(6/4/2026)

RR

Arkansas
(6/4/2026)

RR

California
(6/4/2026)

RR

Connecticut
(6/4/2026)

RR

Delaware
(6/4/2026)

RR

Florida
(6/4/2026)

IAR

Florida
(6/9/2026)

RR

Georgia
(6/4/2026)

RR

Hawaii
(6/4/2026)

RR

Idaho
(6/4/2026)

RR

Illinois
(6/4/2026)

RR

Indiana
(6/4/2026)

RR

Iowa
(6/4/2026)

RR

Kansas
(6/4/2026)

RR

Kentucky
(6/4/2026)

RR

Maine
(6/4/2026)

RR

Massachusetts
(6/4/2026)

RR

Michigan
(6/4/2026)

RR

Minnesota
(6/4/2026)

RR

Mississippi
(6/4/2026)

RR

Missouri
(6/4/2026)

RR

Montana
(6/4/2026)

RR

Nebraska
(6/4/2026)

RR

Nevada
(6/4/2026)

RR

New Hampshire
(6/4/2026)

RR

New Jersey
(6/4/2026)

RR

New Mexico
(6/4/2026)

RR

New York
(6/4/2026)

RR

North Carolina
(6/4/2026)

RR

North Dakota
(6/4/2026)

RR

Ohio
(6/4/2026)

RR

Oklahoma
(6/4/2026)

RR

Oregon
(6/4/2026)

RR

Pennsylvania
(6/4/2026)

RR

Rhode Island
(6/4/2026)

RR

South Carolina
(6/4/2026)

RR

South Dakota
(6/4/2026)

RR

Tennessee
(6/4/2026)

RR

Texas
(6/4/2026)

RR

Utah
(6/4/2026)

RR

Vermont
(6/4/2026)

RR

Virginia
(6/4/2026)

RR

Washington
(6/4/2026)

RR

West Virginia
(6/4/2026)

RR

Wisconsin
(6/4/2026)

RR

Wyoming
(6/4/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.