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Michael Daniel Dean

EMPOWER ADVISORY GROUP
JACKSONVILLE, FL
·CRD# 6278417·12 years experience

Professional Summary

Michael Daniel Dean, who also goes by Michael D Dean, Michael Dean, is a registered financial advisor currently at EMPOWER ADVISORY GROUP, LLC located in Jacksonville, Florida and EMPOWER FINANCIAL SERVICES, INC. located in Greenwood Village, Colorado. Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Michael has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Michael D Dean, Michael Dean

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

12 years in the financial services industry

Current & Past Employments

EMPOWER ADVISORY GROUP, LLC·CRD# 112058
RIA
Jacksonville, FL
July 8, 2026 - Present
EMPOWER FINANCIAL SERVICES, INC.·CRD# 13109
BD
8515 E Orchard Road, Greenwood Village, CO 80111
July 2, 2026 - Present
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Jacksonville, FL
April 18, 2014 - August 15, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Jacksonville, FL
March 14, 2014 - August 15, 2025

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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
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.

I*: 2406315 Entity Type: For Profit Name of OBA: Made In Jax Address: Jacksonville, FL 32207 Investment Related: No Position, Title, Association: Owner Employee Start Date: 06/02/2025 Number of Hours: 25 hrs mthly Number of Hours during trading: 0 Duties: The nature of the business would be to build and design furniture and home decor as a hobby and sell the excess inventory I did not keep for myself.

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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
Florida
(7/2/2026)
IAR
Florida
(7/8/2026)
RR
Georgia
(7/2/2026)

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.

Exams

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

Series 66 — Uniform Combined State Law Examination

Passed Apr 2014About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 2014About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Michael Daniel Dean's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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