DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Paul Daniel Andrew Merck

Empower Advisory Group, LLCBD affiliatedGreenwood Village, Co dual registrantIAPD 4276757

Feed of 09/15/2026

Also filed as Paul Daniel Merck

At current firm

0 y

since Sep 11, 2026

In the industry

24 y

since Jul 6, 2002 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Empower Advisory Group, LLC BD affiliated current
since Sep 11, 2026 · Salt Lake City, Ut
Strategic Advisers LLC national BD
Mar 31, 2025 to Aug 14, 2025 · Salt Lake City, Ut
Fidelity Personal And Workplace Advisors former
Mar 7, 2022 to Mar 31, 2025 · Salt Lake City, Ut
Morgan Stanley wirehouse
Jan 3, 2019 to Aug 24, 2021 · South Jordan, Ut
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Apr 26, 2016 to Feb 6, 2017 · Nashville, Tn
Voya Financial Advisors, Inc. BD affiliated
Feb 6, 2012 to Oct 17, 2013 · Braintree, Ma
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Aug 9, 2011 to Jan 27, 2012 · Boston, Ma

Moves

a registration end followed by a registration begin elsewhere

Strategic Advisers LLC to Empower Advisory Group, LLC
left Aug 14, 2025, registered Sep 11, 2026 (393 days) · Affiliated broker-dealer or bank to another · moved with a team
Fidelity Personal And Workplace Advisors to Strategic Advisers LLC
left Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
Morgan Stanley to Fidelity Personal And Workplace Advisors
left Aug 24, 2021, registered Mar 7, 2022 (195 days) · Wirehouse to affiliated broker-dealer or bank
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Morgan Stanley
left Feb 6, 2017, registered Jan 3, 2019 (696 days) · Wirehouse to wirehouse
Voya Financial Advisors, Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Oct 17, 2013, registered Apr 26, 2016 (922 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Voya Financial Advisors, Inc.
left Jan 27, 2012, registered Feb 6, 2012 (10 days) · Other

Signals

Paul Daniel Andrew Merck left Strategic Advisers Llc for Empower Advisory Group, Llc (registered 2026-09-11)
Aug 14, 2025 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address