Brooklyn, NY Office

Team
Updated today

Client AUM

$165,759,591,916

Clients

293,347

Advisors

5

Of 1,962 advisors across 1,066 offices

Location

Brooklyn NY

Advisors at this office

5

Advisors at this office

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Samantha C

Series 63, Series 66

Brooklyn, NY

Empower Advisory Group

Samantha Clyne Roland is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Merrill, Prudential Investment Management Services, and Empower. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients, using an integrated model connected to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

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

Series 63, Series 65

Brooklyn, NY

Empower Advisory Group

Joseph Ruiz is a financial advisor with Empower Advisory Group in Brooklyn, NY, holding Series 63 and Series 65 licenses and three years of industry experience. He previously worked at GWFS Equities, Inc. and New York Life Insurance Company. Ruiz is not personally involved in his family’s real estate business, though he discloses the relationship due to joint tax filing. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering long-term focused financial plans and managed account options.

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

Series 66

Brooklyn, NY

Empower Advisory Group

Mia Peters is a Series 66 licensed financial advisor with one year of industry experience. She is currently with Empower Advisory Group and Empower Financial Services, inc. Her prior experience includes roles at Equitable Advisors, LLC and Meddeas. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

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

Series 63, Series 65

Brooklyn, NY

Empower Advisory Group

Zack Yevdeyev is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including JP Morgan Securities LLC, Prudential Investment Management Services LLC, and GWFS Equities, Inc. His current role at Empower Advisory Group follows prior experience at major financial institutions. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

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

Series 66, Series 63

Brooklyn, NY

Empower Advisory Group

Tonisha Kerr is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses. She has recent experience at several firms including Northwestern Mutual and Canaras Capital Management, with an overall industry tenure starting in 2015. Kerr has also been self-employed since 2017. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail clients. The firm’s integrated approach includes point-in-time financial plans and optional managed account solutions delivered through proprietary platforms.

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