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PA

Patrick Arey

Investment Adviser Representative at Empower Advisory Group, LLC

Halifax, MACRD #5748973Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
16 yrs
Exams Passed
7

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Patrick Arey is an investment adviser representative with Empower Advisory Group, LLC in Halifax, MA, where they have been registered since 2023. They have worked in the securities industry since 2010 and have been registered with 3 firms, including Advised Assets Group, LLC and Virtus Investment Advisers, Inc. They have passed 7 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Massachusetts.

Registrations & licenses

Registration type
Dual-registered
As of August 15, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Massachusetts
Broker:
12 states and territories

Connecticut, Delaware, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, Vermont, West Virginia

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/16/2014
Series 63
Uniform Securities Agent State Law Examination
Passed 3/22/2010
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 1/2/2023
Series 3
National Commodity Futures Examination
Passed 8/25/2021
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 2/23/2010
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 3/26/2021

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Empower Advisory Group, LLCCurrent
5/2/2023 – Halifax, MA
Empower Financial Services, Inc.Current
4/19/2023 – Halifax, MA
Advised Assets Group, LLC
3/27/2017 – 5/19/2021Halifax, MA
Virtus Investment Advisers, Inc.
10/16/2014 – 2/14/2017Halifax, MA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Virtus Investment Partners
    Jul 2014 – Feb 2017East Bridgewater, MA
  2. VP Distributors LLC
    Aug 2014 – Feb 2017East Bridgewater, MA
  3. GWFS Equities, Inc.
    Feb 2017 – May 2021Boston, MA
  4. VP Distributors LLC
    Jul 2014 – Feb 2017East Bridgewater, MA
  5. Virtus Investment Partners
    Jul 2014 – Feb 2017East Bridgewater, MA
  6. Legal & General Investment Management America Inc.
    Jun 2021 – Mar 2023Chicago, IL
  7. Foreside Financial Services, LLC
    Sep 2021 – Mar 2023Chicago, IL
  8. Empower Financial Services, Inc
    Apr 2023 – no end date reportedGreenwood Village, CO
  9. Empower Advisory Group, LLC
    Apr 2023 – 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

Financial PlanningPortfolio Management for Individuals and Small BusinessesEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/MunicipalCorporations

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 profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Patrick Arey 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.

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Patrick Arey (Empower Advisory Group) - Fees & Credentials