Michael Charvala

Employer firm

Wealth Enhancement Advisory Services, LLC CRD 116407

$122B regulatory AUM 327 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• ERISA 3(38) INVESTMENT MANAGER

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2019 → 10/2024
  M&R Capital Management, Inc.
  Summit, NJ
• 04/2005 → 12/2018
  Verizon Wireless
  New York City, NY
• 01/2019 → 04/2019
  N/A
  South Orange, NJ
• 11/2024 → Present
  Wealth Enhancement Group
  Summit, NJ
• 11/2024 → Present
  Wealth Enhancement Advisory Services
  Summit, NJ

Previous Registrations

• 2021-07-07 → 2024-11-21
  M&R Capital Management Inc
  Summit, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-07-03
• S63 Uniform Securities Agent State Law Examination
  1989-03-31

Other Names

• Michael John Charvala