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Ciaran Mccullaugh

EMPOWER ADVISORY GROUP
ROCKLIN, CA
·CRD# 7035567·8 years experience

Professional Summary

Ciaran Mccullaugh, who also goes by Ciaran Gerard Mccullaugh, Ciaran Mccullaugh, is a registered financial advisor currently at EMPOWER ADVISORY GROUP, LLC located in Rocklin, California and EMPOWER FINANCIAL SERVICES, INC. located in Greenwood Village, Colorado. Ciaran is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Ciaran has worked at 7 firms and has passed the Series 66, Series 7TO and SIE 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

Ciaran Gerard Mccullaugh, Ciaran Mccullaugh

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Videos & Posts

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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

8 years in the financial services industry

Current & Past Employments

EMPOWER ADVISORY GROUP, LLC·CRD# 112058
RIA
Rocklin, CA
July 10, 2026 - Present
EMPOWER FINANCIAL SERVICES, INC.·CRD# 13109
BD
8515 E Orchard Road, Greenwood Village, CO 80111
July 10, 2026 - Present
EDWARD JONES·CRD# 250
RIA
Roseville, CA
August 29, 2025 - June 26, 2026
EDWARD JONES·CRD# 250
BD
Roseville, CA
August 29, 2025 - June 26, 2026
STRATEGIC ADVISERS LLC·CRD# 104555
RIA
Rocklin, CA
March 31, 2025 - January 6, 2026
FIDELITY PERSONAL AND WORKPLACE ADVISORS·CRD# 288590
RIA
Sacramento, CA
June 18, 2020 - March 31, 2025
FIDELITY BROKERAGE SERVICES LLC·CRD# 7784
BD
Sacramento, CA
May 14, 2020 - September 1, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Sacramento, CA
February 12, 2019 - May 6, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Sacramento, CA
January 7, 2019 - May 6, 2020

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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

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.

Self-Employed Type of business: Real Estate Management Sacramento, CA Start date: 2/5/2024 Manager Hours per week: 1 Hours during trading: 0 I rent out our old house to a tenant and manage the property

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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
(7/10/2026)
IAR
California
(7/10/2026)

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 Feb 2019About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Jan 2019About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Nov 2018About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Ciaran Mccullaugh's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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