Daniel Robinson
Investment Adviser Representative at Empower Advisory Group, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Daniel Robinson is an investment adviser representative with Empower Advisory Group, LLC in San Jose, CA, where they have been registered since 2025. They have worked in the securities industry since 2020 and have been registered with 3 firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Clearing Services, LLC. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in California.
Registrations & licenses
- Investment adviser:
- California
- Broker:
4 states and territories
California, Idaho, Oregon, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- J. P. Morgan Securities LLCSep 2019 – Aug 2021Morgan Hill, CA
- J.P. Morgan Chase Bank, N.A.Sep 2019 – Aug 2021Morgan Hill, CA
- Jpmorgan ChaseJan 2019 – Aug 2019San Jose, CA
- Comcast CableAug 2016 – Jan 2019Everett, WA
- University of WashingtonSep 2014 – Jun 2018Seattle, WA
- Wells Fargo Clearing Services, LLCAug 2021 – Jan 2024Mountain View, CA
- Wells Fargo BANK, NAAug 2021 – Jan 2024Mountain View, CA
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2024 – Jan 2025Palo Alto, CA
- Bay City Events Inc.Jan 2023 – Aug 2023San Jose, CA
- BANK OF America, N.A.Feb 2024 – Jan 2025Palo Alto, CA
- Empower Financial Services, IncJan 2025 – no end date reportedGreenwood Village, CO
- Empower Advisory Group, LLCJan 2025 – no end date reportedGreenwood Village, CO
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Empower Advisory Group, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 1,855
- Offices listed on AdvisorFinder:
- 5
- Main office:
- Greenwood Village, CO
- SEC file number:
- 801-58105
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 9, 2026
View full firm profileOther advisors at Empower Advisory Group, LLC
Showing 12 of 1,855 in the directory
Similar advisors in San Jose, CA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel Robinson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched