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Amy Mackin

EMPOWER ADVISORY GROUP
Brick, NJ
·CRD# 6100433·14 years experience

Professional Summary

Amy Mackin, who also goes by Amy Lynn Kinsman, Amy Kinsman, is a registered financial advisor currently at EMPOWER ADVISORY GROUP, LLC located in Brick, New Jersey and EMPOWER FINANCIAL SERVICES, INC. located in Greenwood Village, Colorado. Amy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Amy has worked at 7 firms and has passed the Series 63, Series 65, SIE and Series...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Amy Lynn Kinsman, Amy Kinsman

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

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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Years of Experience

14 years in the financial services industry

Current & Past Employments

EMPOWER ADVISORY GROUP, LLC·CRD# 112058
RIA
Brick, NJ
October 18, 2021 - Present
EMPOWER FINANCIAL SERVICES, INC.·CRD# 13109
BD
8515 E Orchard Road, Greenwood Village, CO 80111
October 15, 2021 - Present
TRIAD ADVISORS LLC·CRD# 25803
BD
Red Bank, NJ
February 22, 2021 - October 12, 2021
ONEDIGITAL·CRD# 106766
RIA
Eatontown, NJ
January 6, 2021 - October 5, 2021
GREENLEAF ADVISORS·CRD# 172332
RIA
Eatontown, NJ
October 3, 2017 - March 30, 2021
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.·CRD# 18487
BD
Red Bank, NJ
May 19, 2017 - February 23, 2021
EMPOWER FINANCIAL SERVICES, INC.·CRD# 13109
BD
Greenwood Village, CO
June 6, 2016 - April 8, 2017
VANGUARD MARKETING CORPORATION·CRD# 7452
BD
Malvern, PA
September 20, 2012 - February 2, 2015

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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 - ONLINE ADVICE & PROFESSIONAL MANAGEMENT PROGRAM (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 DateForm ADV-E CoverForm ADV-E Report
10/27/2026Cover PageReport
02/26/2026Cover PageReport
03/28/2025Cover PageReport
11/21/2023Cover PageReport

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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.

The advisor shows no other business activity.

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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
California
(9/13/2024)
RR
Georgia
(5/11/2026)
RR
Massachusetts
(9/13/2024)
IAR
New Jersey
(10/18/2021)
RR
New Jersey
(1/14/2022)
RR
New York
(1/14/2022)
RR
Pennsylvania
(1/19/2022)

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.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 2022About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Sep 2017About the Series 65 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Sep 2012About the Series 6 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Amy Mackin's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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