Omar A. Trujillo
Professional summary
Omar Alexander Trujillo, who also goes by Omar Alexander Trujillo, Omar A Trujillo, Omar Trujillo, is a registered financial advisor currently at EMPOWER ADVISORY GROUP, LLC located in Justin, Texas and EMPOWER FINANCIAL SERVICES, INC. located in Greenwood Village, Colorado.
Omar is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Omar has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Omar Alexander Trujillo's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 12, 2026 - Present
EMPOWER ADVISORY GROUP, LLC
March 27, 2024 - Present
EMPOWER FINANCIAL SERVICES, INC.
Office #1: 8515 E. Orchard Rd, Greenwood Village, CO 80111April 17, 2024 - February 11, 2026
EMPOWER ADVISORY GROUP, LLC
January 20, 2023 - February 8, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 19, 2023 - February 8, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
November 29, 2019 - February 11, 2022
FIDELITY PERSONAL AND WORKPLACE ADVISORS
October 14, 2015 - February 7, 2022
FIDELITY BROKERAGE SERVICES LLC
Primary Firm SEC Registration
EMPOWER ADVISORY GROUP, LLC
CRD#: 112058 / SEC#: 801-58105
State Registrations and Notice Filings
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Visual representation of state registrations
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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.
