Sergey Kouprievitch
Professional summary
Sergey Kouprievitch is a registered financial advisor currently at EMPOWER ADVISORY GROUP, LLC located in Aurora, Colorado and EMPOWER FINANCIAL SERVICES, INC. located in Greenwood Village, Colorado.
Sergey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Sergey has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Sergey Kouprievitch's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 13, 2026 - Present
EMPOWER ADVISORY GROUP, LLC
May 13, 2026 - Present
EMPOWER FINANCIAL SERVICES, INC.
Office #1: 8515 E Orchard Road, Greenwood Village, CO 80111March 17, 2025 - April 2, 2026
ROBINHOOD ASSET MANAGEMENT
March 22, 2024 - April 2, 2026
ROBINHOOD FINANCIAL, LLC
December 6, 2023 - March 29, 2024
CHARLES SCHWAB & CO., INC.
November 4, 2022 - March 29, 2024
CHARLES SCHWAB & CO., INC.
Primary Firm SEC Registration
EMPOWER ADVISORY GROUP, LLC
CRD#: 112058 / SEC#: 801-58105
State Registrations and Notice Filings
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Exams
Series 7TO
Date: 11/4/2022
General Securities Representative ExaminationFINRA
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 |
|---|---|---|
| 02/26/2026 | ||
| 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.