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Wealth Enhancement Advisory Services, LLC CRD 116407
$122B regulatory AUM 327 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-16 |
| TX | RA | APPROVED | 2025-05-16 |
Branch Locations
68 S Service Rd Suite 300, Melville, NY 11747 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Melville | NY | 10/2009 | 04/2021 |
| Marcum Financial Services Llc | Melville | NY | 10/2009 | 04/2021 |
| Insurance-Non Variable | Melville | NY | 04/2011 | 04/2021 |
| Raymond James Financial Services Advisors, Inc. | Melville | NY | 11/2009 | 04/2021 |
| Valmark Securities Inc | Mellville | NY | 04/2021 | 05/2025 |
| Marcum Wealth, Llc | Melville | NY | 04/2021 | 05/2025 |
| Wealth Enhancement Group | Melville | NY | 05/2025 | Present |
| Wealth Enhancement Advisory Services | Melville | NY | 05/2025 | Present |
| Wealth Enhancement Brokerage Services | Melville | NY | 08/2025 | Present |
WEALTH ENHANCEMENT ADVISORY SERVICES - MELVILLE, NY - INVESTMENT ADVISOR REPRESENTATIVE. 160 HOURS PER MONTH, 160 HOURS DURING TRADING HOURS. PENNYLOVER TRUST - HAMPTON BAYS, NY - TRUSTEE FOR FAMILY TRUST - 1 HOUR PER MONTH, 0 HOURS DURING TRADING HOURS SUTTON 5, LLC - HAMPTON BAYS, NY - GENERAL PARTNER/INVESTOR IN CORPORATION FOR FRANCHISED HEALTH AND BEAUTY RETAIL - 2 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-14 |
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