Mark Lobosco
Financial advisor at Empower Advisory Group, LLC · Greenwood Village, CO
Last updated 2026-10-10
Claim your profileMark Lobosco is a financial advisor at Empower Advisory Group, LLC in Greenwood Village, CO, CRD 7060152. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2021-09-11.
Registration
- CRD number
- 7060152
- Registration status
- Active
- IAPD registration
- 2021-09-11
- Industry Experience
- 5 years
- Work Experience
- 10 years
- States registered
- NY
Licenses and exams
- Series 63
- Series 65
Work history
- 2019-01 to 2020-03 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Chandler, AZ
- 2018-12 to 2019-01 · Unemployed · Tucson, AZ
- 2018-06 to 2018-12 · Onemain Financial · Tucson, AZ
- 2018-05 to 2018-06 · Unemployed · Tucson, AZ
- 2017-08 to 2018-05 · University of Arizona · Tucson, AZ
- 2017-05 to 2017-08 · Perfection Fence Corp. · Marshfield, MA
- 2016-08 to 2017-05 · University of Arizona · Tucson, AZ
- 2020-03 to 2022-03 · E*trade Securities LLC · Santa Ana, CA
- 2021-08 to 2022-03 · E*trade Capital Management LLC · Irvine, CA
- 2022-03 to 2022-12 · Dimensional Fund Advisors · Santa Monica, CA
- 2022-12 to 2023-08 · Unemployed · Marina del Rey, CA
- 2023-08 to 2025-05 · Fidelity Investments · New York, NY
- 2025-03 to 2025-05 · Fidelity Investments · Boston, MA
- 2025-05 to 2026-06 · RBC Capital Markets, LLC · New York, NY
- 2026-06 to Present · Empower Financial Services, Inc · Greenwood Village, CO
- 2026-06 to Present · Empower Advisory Group, LLC · Greenwood Village, CO
Current employment
- Empower Advisory Group, LLC · Greenwood Village, CO
Empower Advisory Group, LLC
- Regulatory AUM
- $195,426,321,479
- Registered advisors
- 1,980
- Offices
- 1,136
- Clients per advisor
- 150.0 (High)
- Average AUM per client
- $657.8K (Low)
- High-net-worth client ratio
- 6.9% (Low)
Empower Advisory Group, LLC: advisors, services and reported ETF investments
About
Mark Lobosco is a financial advisor at Empower Advisory Group, LLC in Greenwood Village, CO. Reported securities licenses include Series 63 and Series 65. The latest record indicates 5 years of industry experience and 10 years of reported work history. Reported roles include Empower Financial Services, Inc, RBC Capital Markets, LLC, Fidelity Investments, Unemployed, among others.
Empower Advisory Group, LLC's firm-level Form ADV reports 1,980 advisors across 1,136 offices; approximately 150.0 clients per advisor, average assets per client of $657,837, and regulatory AUM of $195.4B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Educational Seminars or Workshops.
PortfolioFuture's firm-level 13F analysis covers $26.9B across 188 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Mark Lobosco personally.
Reported ETF positions
Empower Advisory Group reports 188 ETF positions worth $26.9B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SCHF — Schwab International Equity ETF | $5.1B |
| IWM — iShares Russell 2000 Index Fund | $2.5B |
| VWO — Vanguard FTSE Emerging Markets ETF | $2.1B |
| BSV — Vanguard Short-Term Bond ETF | $1.9B |
| VNQ — Vanguard Real Estate ETF | $1.7B |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Empower Advisory Group's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $249.9K | Top 99.8% | Peer conviction 86.8% · Active return +4.88% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $249.9K | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | TMFC — Motley Fool 100 Index ETF | $264K | Top 99.6% | Residual alpha +2.26% · Residual Sharpe 0.11 |
| Diversification Benefits | VBIL — Vanguard 0-3 Month Treasury Bill ETF | $320.7K | Top 99.7% | Replicability (R²) 20.7% · Residual Sharpe 2.33 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Empower Advisory Group, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Trust Company
- Insurance Company or Agency
- Sponsor or Syndicator of Limited Partners
- Sponsor or GP of Pooled Investment Vehicl
Location
8515 East Orchard Rd 4t2, Greenwood Village, CO 80111
1,971 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 866-575-4977
- Website: empower.com/eag
Official record
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