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Current Employers
Wealth Enhancement Advisory Services, Llc

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2021-03-02
  • CT RA
    APPROVED
    Since 2021-03-02

Branch Locations

44 Old Ridgebury Rd Suite 150, Danbury, CT 06810 • United States

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Reby Advisors, Llc Danbury CT 08/2007 03/2021
Triad Advisors Inc Norcross GA 05/2012 03/2021
Lpl Financial, Llc Danbury CT 03/2021 06/2025
Wealth Enhancement Group Plymouth MN 03/2021 Present
Wealth Enhancement Advisory Services Plymouth MN 03/2021 Present
Wealth Enhancement Brokerage Services Plymouth MN 03/2021 Present
  • 08/2007 → 03/2021
    Reby Advisors, Llc
    Danbury, CT
  • 05/2012 → 03/2021
    Triad Advisors Inc
    Norcross, GA
  • 03/2021 → 06/2025
    Lpl Financial, Llc
    Danbury, CT
  • 03/2021 → Present
    Wealth Enhancement Group
    Plymouth, MN
  • 03/2021 → Present
    Wealth Enhancement Advisory Services
    Plymouth, MN
  • 03/2021 → Present
    Wealth Enhancement Brokerage Services
    Plymouth, MN
Previous Registrations
  • 2008-02-04 → 2021-03-02
    Reby Advisors, Llc
    Danbury, CT
  • 2004-04-01 → 2006-11-22
    Td Wealth Management Services Inc.
    New York, NY
    New York, NY
Other Businesses

Non-Variable Insurance - Patrick Doherty - Investment Related - 20% - Danbury, CT 06810 Real Estate Rental - DOHERTY FARM, INC - Investment Related - 1% - 253 RT 202, SOMERS, NY 10589 WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 03/01/21 - 160 Hours Per Month During Securities Trading - Time Spent 100% - I provide investment advisory services through WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 3/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. Rental Property - Non-Investment Related - Port Saint Joe, FL - Investor/Owner - Start Date: 11/2025 - 0 Hours Spent Per Month, 0 Hours Spent During Trading Hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-08-15
  • S66 Uniform Combined State Law Examination
    2002-08-15
Designations
Other Names
  • Patrick Michael Doherty
  • Patrick M Doherty

View on SEC IAPD

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