Brendan William Tully

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

• 12/2014 → 01/2018
  Hartford Funds Distributors, Llc
  Radnor, PA
• 01/2018 → 09/2018
  Unemployed
  New York, NY
• 09/2018 → 04/2022
  Touchstone Securities, Inc.
  Cincinnati, OH
• 09/2018 → 04/2022
  Western & Southern Financial Group
  Cincinnati, OH
• 04/2022 → 01/2025
  Strategic Wealth Management Group
  New York, NY
• 12/2025 → Present
  Wealth Enhancement Group
  New York, NY
• 12/2025 → Present
  Wealth Enhancement Adviosry Services
  New York, NY
• 12/2025 → Present
  Wealth Enhancement Brokerage Services
  New York, NY
• 02/2025 → 11/2025
  Unemployed
  New York, NY

Previous Registrations

• 2022-04-21 → 2025-01-07
  Strategic Wealth Management Group
  New York, NY
• 2018-09-26 → 2022-05-12
  Touchstone Advisors Inc
  New York, NY
  Cincinnati, OH
• 2015-01-27 → 2018-01-04
  Hartford Funds
  New York, NY
  Wayne, PA
• 2014-12-09 → 2014-12-31
  Hartford Funds
  New York, NY
  Wayne, PA
• 2005-12-19 → 2010-06-02
  Clearbridge Investments, Llc
  New York, NY
• 2005-03-14 → 2005-12-16
  Citigroup Global Markets Inc.
  Stamford, CT
• 2002-11-20 → 2004-11-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Stamford, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-12-17
• S63 Uniform Securities Agent State Law Examination
  2001-07-13

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Brendan William Tully
• Brendan Tully