Stuart Hope

EMPOWER WEALTH MANAGEMENT

CEDAR PARK, TX 78613

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CRD#: 7166083

Professional summary

Stuart Hope is a registered financial advisor currently at EMPOWER WEALTH MANAGEMENT located in Cedar Park, Texas.

Stuart is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Stuart has worked at 3 firms and has passed the Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Senior Tax & Insurance Advisors, PLLC dba Empower Wealth Group; It is investment related; 1603 Medical Parkway, Suite 230, Cedar Park, TX 78613; Insurance Sales - Provides advisory and non-advisory clients with insurance product solutions; Insurance Agent; March 2025. Works at least 40 hours per month during market trading hours; Insurance Sales.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stuart Hope's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 10, 2025 - Present

EMPOWER WEALTH MANAGEMENT

Office #1: 1603 Medical Parkway Suite 230, Cedar Park, TX 78613

RIA

CRD#: 305031

CEDAR PARK, TX

Past

September 26, 2024 - February 3, 2025

EQUITABLE ADVISORS, LLC

CRD#: 6627

AUSTIN, TX

Past

December 17, 2020 - May 23, 2024

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

AUSTIN, TX

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".

EMPOWER WEALTH MANAGEMENT

DONATO WEALTH MANAGEMENT, PLLC | EMPOWER WEALTH MANAGEMENT | EMPOWER WEALTH & TAX

CRD#: 305031 / SEC#: 801-119813

RIA

Registered Investment Advisory firm - (11/13/2020 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.

Highlighted states indicate IAR registrations

IAR

Texas
(3/10/2025)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/10/2025

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/17/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/21/2019

Securities Industry Essentials Examination

Current Firm

EMPOWER WEALTH MANAGEMENT

DONATO WEALTH MANAGEMENT, PLLC | EMPOWER WEALTH MANAGEMENT | EMPOWER WEALTH & TAX

CRD#: 305031 / SEC#: 801-119813

RIA

Registered Investment Advisory firm - (11/13/2020 Approved)

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Contact information

Main Address

1603 Medical Parkway Suite 230, Cedar Park, TX 78613

Mailing Address

Phone number

(512) 833-6557

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DONATO WEALTH MANAGEMENT, PLLC BROCHURE (9/23/2025)

Regulatory assets under management

Total Number of Accounts	1,161
AUM (Assets Under Management)	$ 200,249,875

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.

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Stuart Hope

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stuart Hope's CRS (Customer Relationship Summary).

Certified licenses

Experience

EMPOWER WEALTH MANAGEMENT

EQUITABLE ADVISORS, LLC

KESTRA INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

EMPOWER WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 3/10/2025

Series 7TO

Date: 12/17/2020

SIE

Date: 12/21/2019

Current Firm

EMPOWER WEALTH MANAGEMENT

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EMPOWER WEALTH MANAGEMENT

TRUST BUT VERIFY

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