Morgan Stanley
47yrs
Top advisor by experience in Colorado
23yrs
Mark Stone
Financial advisor at Empower Advisory Group
Mark Stone has worked in the financial industry for 23 years and is a fiduciary financial advisor based in Greenwood Village, Colorado. After a year at Morgan Stanley & Co. and less than a year at Ameriprise Financial Services, Mark joined Empower Advisory Group in 2015, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets and flat fees.
One of 2121 advisors with offices in Greenwood Village, and one of 2050 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?Top 13% by experience at Empower Advisory Group
Office8515 East Orchard Rd 4t2, Greenwood Village, CO 80111
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$565,063
Advisors at the firm1,978
States licensed ?1 state
Services through Empower Advisory Group
Financial planningInvestment management for individuals and small businessesEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2015 – nowEmpower Advisory Group, LLCCurrent firm
- Apr 2005 – Jun 2006Morgan Stanley & Co. LLCPreviously
- Oct 2003 – Nov 2003Ameriprise Financial Services, LLCPreviously
Questions to ask Mark
Tailored to Mark’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mark
How do I contact Mark?
Call Empower Advisory Group at 866-575-4977 and ask for Mark Stone. Mark works from the Greenwood Village, CO office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2003, about 23 years. Top 13% by experience at Empower Advisory Group.
What licenses does Mark hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Empower Advisory Group reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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