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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
PA RA APPROVED 2024-09-03
TX RA APPROVED 2024-09-03
  • PA RA
    APPROVED
    Since 2024-09-03
  • TX RA
    APPROVED
    Since 2024-09-03

Branch Locations

1818 Market St Suite 3232, Philadelphia, PA 19103 • United States

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

Ardmore, PA • 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
Lpl Financial Llc Philadelphia PA 05/2013 06/2025
Levy Wealth Management Group, Llc Philadelphia PA 05/2013 08/2024
Wealth Enhancement Group Philadelphia PA 09/2024 Present
Wealth Enhancement Advisory Services Philadelphia PA 09/2024 Present
Wealth Enhancement Brokerage Services Philadelphia PA 09/2024 Present
  • 05/2013 → 06/2025
    Philadelphia, PA
  • 05/2013 → 08/2024
    Levy Wealth Management Group, Llc
    Philadelphia, PA
  • 09/2024 → Present
    Wealth Enhancement Group
    Philadelphia, PA
  • 09/2024 → Present
    Wealth Enhancement Advisory Services
    Philadelphia, PA
  • 09/2024 → Present
    Wealth Enhancement Brokerage Services
    Philadelphia, PA
Previous Registrations
  • 2013-05-20 → 2025-03-12
    Philadelphia, PA
    Ardmore, PA
    Wildwood Crest, NJ
    Ardmore, PA
  • 2020-01-07 → 2024-12-06
    Levy Wealth Management Group
    Philadelphia, PA
  • 2008-07-30 → 2013-05-16
    New York, NY
Other Businesses

Levy Wealth Management Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 12/12/2019 - 5 Hours Per Month During Securities Trading. Wealth Enhancement Advisory Services - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 09/01/2024 - 160 Hours Per Month/ 120 Hours During Trading - I provide investment advisory services through Wealth Enhancement Advisory Services, an independent investment advisor firm. I started this business activity in 9/2024. 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 service6s at http://www.adviserinfo.sec.gov/IAPD. ELT Enterprises LLC - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 10/01/2024 - 4 Hours Per Month/ 0 Hours During Trading Wealth Enhancement Group - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 09/01/2024 - 5 Hours Per Month/ 0 Hours During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-07-29
  • S66 Uniform Combined State Law Examination
    2008-07-29
Designations
Other Names
  • Joseph Robostello
  • Joseph Robostello
  • Joseph Nmn Robostello

View on SEC IAPD

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