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Philip Sabio

Advisor at Empower Advisory Group — Montvale, NJ

Updated today

Credentials

Series 63, Series 65

Experience

15 years

Location

Montvale, NJ

Empower Advisory Group logo

Empower Advisory Group

Enterprise

Total advisors

1,980

Across 1,067 offices

Clients per advisor

148 Very High

Avg AUM per client

$565,063 High

HNW client ratio

7% Low

About

Philip Sabio is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at several firms, including MassMutual, Equitable Advisors, and Cetera. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services aligned with Empower’s recordkeeping platforms and emphasizes long-term portfolio returns through point-in-time financial plans and optional managed account solutions.

Client services

Based on Empower Advisory Group

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on Empower Advisory Group

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)

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Fee options

Fixed

One-time fees: $199, $299, $399, or $499 depending on enrollment and plan; Monthly subscription fees: $15 or $29 depending on enrollment

Subscriptions

Monthly subscription fees of $15 or $29 depending on enrollment; One-time fees as noted above

Location

See office

Montvale, NJ

Montvale NJ

Advisors at this office

2

Most active in

New Jersey

Work history

15 years of industry experience

Empower Financial Services, inc

2026 - Present • 1 year

Greenwood Village, CO

Empower Advisory Group

2026 - Present • 1 year

Greenwood Village, CO

Allstate Insurance Co

2026 - 2026 • 1 year

Northbrook, IL

Allstate Financial Services LLC

2026 - 2026 • 1 year

Lincoln, NE

Allstate Financial Advisores LLC

2026 - 2026 • 1 year

Lincoln, NE

Mass Mutual Investors Services

2024 - 2025 • 1 year

Fairfield, NJ

Massmutual Life Insurance Co

2024 - 2025 • 1 year

Fairfield, NJ

Equitable Advisors

2022 - 2024 • 2 years

New York, NY

Mutual Of Omaha Investor Services, Inc.

2022 - 2022 • 1 year

Paramus, NJ

MUTUAL OF OMAHA INSURANCE COMPANY

2022 - 2022 • 1 year

Paramus, NJ

Cetera

2021 - 2022 • 1 year

Pearl River, NY

Cetera Investment Services Llc

2021 - 2022 • 1 year

St Cloud, MN

Lincoln Financial Advisors Corporation

2019 - 2020 • 1 year

Paramus, NJ

Ameritas Investment Corp

2017 - 2019 • 2 years

Lincoln, NE

Independent Financial Solutions, Inc

2016 - 2021 • 5 years

Matawan, NJ

Lawson Products, Inc

2016 - 2017 • 1 year

Montvale, NJ

Ameritas Life insurance Corp

2016 - 2019 • 3 years

Lincoln, NE

PRUCO Securities, LLC.

2013 - 2014 • 1 year

East Hanover, NJ

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Zachary S

Series 63, Series 65

Cresskill, NJ

IRON Financial LLC

Zachary Sirota is a financial advisor at IRON Financial LLC with five years of industry experience. He previously worked at CAMPAIGN Capital LLC and B. Riley Securities, Inc., and has credentials including Series 63 and Series 65 licenses. IRON Financial LLC provides discretionary portfolio management and financial planning services to individuals, trusts, charities, corporations, and pooled investment vehicles. The firm manages approximately $472 million in assets, employing a combination of fundamental, technical, and quantitative analysis across various equity, fixed-income, and multi-asset strategies.

Concentrated stock management Private / alternative investments Founder/Business Owner Executive

Robert T

CFP®, Series 7, Series 63

Saddlebrook, NJ

Stirlingshire Investments

Robert Troyano is a CFP® with over 33 years of experience in financial advisory and accounting. He is currently with Stirlingshire Investments and has held prior roles at Grove Point Investments, RMT Wealth Management, H. Beck, and Edwards & Troyano. In addition to his advisory work, he owns an accounting practice and is involved in life and health insurance sales. Stirlingshire Investments provides discretionary portfolio management to individuals, trusts, and various entities, serving both non‑high-net-worth and high-net-worth clients. The firm utilizes multiple methods of analysis and offers a broad range of investment types, including model strategies available through the Advyzon marketplace.

Options & derivatives strategies Active portfolio management Private / alternative investments Roth conversion strategy

Richard D

AIF®, ChFC®, CRPC®

Paramus, NJ

LPL Financial

Richard Dragotta is a financial advisor at LPL Financial with 34 years of industry experience. multiple securities licenses and industry designations and has worked at LPL Financial since 2003, Dragotta serves as a FINRA arbitrator in a non-public capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research, model portfolios, and technology-driven strategies.

Wealth management Retirement income strategy General estate planning guidance Trust structures (GRAT, IDGT, revocable) Retirement withdrawal strategies Retired Executive Founder/Business Owner Baby Boomers (Born 1946-1964) Approaching retirement Gen X (Born 1965-1980) Gen Y/Millennials (Born 1980-1995)
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John W

CFP®, Series 66

Yonkers, NY

Wieder Financial Corp.

John Wieder is a CFP® and holds a Series 66 license. He is the sole advisor at Wieder Financial Corp. with one year of industry experience. Wieder is also a licensed attorney in New York and owns a title insurance business. He has worked at Nationwide Settlements Solutions since 2008. Wieder Financial Corp. is an independent, state-registered advisory firm serving individual clients through a co-advisory arrangement with a third-party money manager. The firm focuses on broad-based asset categories using funds-of-funds, mutual funds, and ETFs, while portfolio management and trading are handled by the selected money manager.

Wealth management Passive / index investing General retirement planning
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Stephanie B

Series 65

Oakland, NJ

Stargazer Financial Planning

Stephanie Burke is the owner of Stargazer Financial Planning and holds a Series 65 designation. She has seven years of experience at Brigade Capital Management and currently works in an operations role at HIGHLAND Financial Advisors, LLC while pursuing CFP certification. Stargazer Financial Planning is a fee-only, advice-only practice providing hourly financial planning services to individuals, families, and small business owners. The firm follows a passive, indexing-oriented investment approach and emphasizes client education, behavioral finance, and on-demand planning without taking custody of client assets.

Passive / index investing Founder/Business Owner
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Hubert P

Series 63

Upper Saddle River, NJ

Wavelet Advisors

Hubert Parzecki is a financial advisor at Wavelet Advisors with over 20 years of industry experience, including roles at Lazard Asset Management and Rothschild & Co Asset Management. He holds the Series 63 designation. Parzecki has adjunct teaching experience in addition to his advisory work. Wavelet Advisors is an independent, single-advisor firm providing fee-based, discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy grounded in fundamental analysis and offers institutional and business client services uncommon for a boutique practice.

Active portfolio management Concentrated stock management Options & derivatives strategies Real estate investing
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