Tammy Lee Holstein
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.
Tammy Lee Holstein is an investment adviser representative with Empower Advisory Group, LLC in Milton, WV, where they have been registered since 2023. They have worked in the securities industry since 2016 and have been registered with 4 firms, including Advanced Advisor Group, LLC and EFS Advisors. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in West Virginia.
Registrations & licenses
- Investment adviser:
- West Virginia
- Broker:
1 state or territory
West Virginia
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.
- JPMorgan ChaseApr 2016 – Jul 2020Charleston, WV
- JP Morgan Securties LLCApr 2016 – Jul 2020Charleston, WV
- CSI Companies / Contracted thru BB and T, now TruistJul 2020 – Mar 2021Jacksonville, FL
- Valic Financial Advisors, IncJan 2021 – Mar 2022Pittsburgh, PA
- Advance Advisor Group, LLCMar 2022 – Feb 2023Cambridge, MN
- Empower Financial Services, IncFeb 2023 – no end date reportedGreenwood Village, CO
- Empower Advisory Group, LLCFeb 2023 – no end date reportedGreenwood Village, CO
Official records & sources
Data as of August 9, 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
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Tammy Lee Holstein 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.
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