SG
SG

Samson Gris

29 Years of Experience
Greenwood Village, CO
Broker

Samson Gris is a registered investment advisor at Empower Advisory Group, LLC, based in Greenwood Village, CO, with 29 years of industry experience. Samson 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
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Location

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

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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
September 2024 - Present · 2 yrs
Empower Financial Services, INC.
August 2024 - Present · 2 yrs 1 mo
Empower Financial Services, INC.Broker
August 2024 - Present · 2 yrs 1 mo
Previous Registrations
Truist Advisory Services, INC.
August 2019 - August 2024 · 5 yrs
Truist Investment Services, INC.Broker
August 2019 - August 2024 · 5 yrs
Edward Jones
June 2019 - August 2019 · 2 mos
Edward JonesBroker
June 2019 - August 2019 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2016 - May 2018 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2016 - May 2018 · 1 yr 6 mos
Strategic Advisers, INC.
June 2015 - July 2016 · 1 yr 1 mo
Fidelity Brokerage Services LLCBroker
May 2015 - July 2016 · 1 yr 2 mos
Gv Financial Advisors, INC.
September 2014 - December 2014 · 3 mos
Securian Financial Services, INC.Broker
September 2014 - December 2014 · 3 mos
Charles Schwab & CO., INC.
August 2011 - August 2014 · 3 yrs
Charles Schwab & CO., INC.Broker
August 2011 - August 2014 · 3 yrs
Suntrust Investment Services, INC.
April 2009 - July 2011 · 2 yrs 3 mos
Suntrust Investment Services, INC.Broker
December 2008 - July 2011 · 2 yrs 7 mos
E*trade Securities LLCBroker
March 2007 - December 2008 · 1 yr 9 mos
Development Corporation for IsraelBroker
September 2003 - April 2005 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2000 - April 2002 · 1 yr 9 mos
Wachovia Securities, INC.Broker
February 1993 - July 2000 · 7 yrs 5 mos
Lehman Brothers INC.Broker
April 1991 - March 1993 · 1 yr 11 mos
State Registrations45 states
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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.
Samson Gris - Financial Advisor | TrueAdvisor