Trevor Bell
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.
Trevor Bell is an investment adviser representative with Empower Advisory Group, LLC in Missoula, MT, where they have been registered since 2024. They have worked in the securities industry since 2016 and have been registered with 3 firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Familywealth. They have passed 5 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 Montana.
Registrations & licenses
- Investment adviser:
- Montana
- Broker:
1 state or territory
Montana
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.
- Fidelity Brokerage Services LLCAug 2015 – Oct 2017Greenwood Village, CO
- Holiday INNJun 2015 – Jan 2017Denver, CO
- JPMorgan Chase Bank, N.A.Jul 2018 – May 2019Littleton, CO
- UnemployedOct 2017 – Jul 2018Denver, CO
- Familywealth Advisers, LLCJun 2019 – Feb 2020Denver, CO
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2020 – Sep 2022Missoula, MT
- Colorado State University-Global CampusApr 2017 – Apr 2019Aurora, CO
- Bank of America N.A.Mar 2020 – Sep 2022Missoula, MT
- Empower Financial Services, IncOct 2022 – no end date reportedGreenwood Village, CO
- Empower Advisory Group, LLCJan 2024 – 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
Showing 12 of 1,855 in the directory
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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. Trevor Bell 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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