Scott D. Bilheimer
Professional summary
Scott Douglas Bilheimer, who also goes by Scott D Bilheimer, is a registered financial advisor currently at EMPOWER ADVISORY GROUP, LLC located in Lebanon, Pennsylvania and EMPOWER FINANCIAL SERVICES, INC. located in Hershey, Pennsylvania.
Scott is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Scott has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Scott Douglas Bilheimer's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 4, 2022 - Present
EMPOWER ADVISORY GROUP, LLC
December 21, 2021 - Present
EMPOWER FINANCIAL SERVICES, INC.
Office #1: 100 Crystal A Dr Mailcode - Ca-331, Hershey, PA 17033August 16, 2013 - December 2, 2021
PFM FUND DISTRIBUTORS, INC.
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
(12/21/2021)
(2/4/2022)
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
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