PE
PE

Peter Eddy

35 Years of Experience
Greenwood Village, CO
Broker

Peter Eddy is a registered investment advisor at Empower Advisory Group, LLC, based in Greenwood Village, CO, with 35 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 250,707 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1613 advisors
Number of Clients
250,707 clients
Average Client Portfolio
$635K average
Assets Under Management
$159.1B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.50%
$100K - $250K0.40%
$250K - $400K0.30%
$400K+0.20%

EAG reserves the right to offer discounted fees or waive periodic fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

8515 East Orchard Rd 4T2, Greenwood Village, CO, 80111

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Empower Advisory Group, LLC
July 2024 - Present · 1 yr 10 mos
Empower Financial Services, INC.Broker
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Prudential Investment Management Services LLCBroker
August 2013 - April 2022 · 8 yrs 8 mos
Ing Investment Advisors, LLCBroker
March 2007 - July 2013 · 6 yrs 4 mos
Ing Investment Advisors, LLC
March 2007 - July 2013 · 6 yrs 4 mos
Metlife Securities INC.
August 2006 - January 2007 · 5 mos
Metropolitan Life Insurance CompanyBroker
December 2004 - January 2007 · 2 yrs 1 mo
Metlife Securities INC.Broker
December 2004 - January 2007 · 2 yrs 1 mo
Citistreet Equities LLCBroker
July 2001 - December 2004 · 3 yrs 5 mos
Pmg Securities CorporationBroker
August 2000 - July 2001 · 11 mos
Copeland Equities LLCBroker
June 1997 - June 2000 · 3 yrs
Investors Brokerage Services, INC.Broker
October 1992 - June 1997 · 4 yrs 8 mos
Chubb Securities CorporationBroker
March 1992 - October 1992 · 7 mos
Metlife Securities INC.Broker
February 1992 - April 1992 · 2 mos
Metropolitan Life Insurance CompanyBroker
February 1992 - April 1992 · 2 mos
Chubb Securities CorporationBroker
February 1991 - February 1992 · 1 yr
Chubb Securities CorporationBroker
March 1990 - December 1990 · 9 mos
Benefitscorp Equities, INC.Broker
April 1989 - August 1989 · 4 mos
State Registrations1 state
HI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.