Eric Schmidt

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

• 02/2015 → 11/2023
  American Portfolios Financial Services, Inc.
  Holbrook, NY
• 02/2015 → 11/2023
  Wmg Partners Llc
  Rochester, NY
• 09/2022 → 11/2023
  Wealth Management Group
  Rochester, NY
• 04/2013 → 10/2019
  Lakeshore Country Club
  Rochester, NY
• 11/2023 → 06/2025
  Lpl Financial Llc
  Rochester, NY
• 11/2023 → Present
  Wealth Enhancement Group
  Rochester, NY
• 11/2023 → Present
  Wealth Enhancement Advisory Services
  Rochester, NY
• 11/2023 → Present
  Wealth Enhancement Brokerage Services
  Rochester, NY

Previous Registrations

• 2022-09-30 → 2023-12-11
  Wealth Management Group
  Rochester, NY
• 2016-01-28 → 2023-11-21
  American Portfolios Advisors, Inc
  Rochester, NY

Other Businesses

WEALTH ENHANCEMENT ADVISORY SERVICES LLC - At Reported Business Location(s) - Registered Investment Advisor - Registered Admin - Start Date: 11/15/2023 - 160 Hrs/Mo; 8 Hrs During Trading - I provide administrative support to Wealth Enhancement Advisory Services, an independent investment advisor firm. I started this business activity 12/2023. 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.

Exams

• S66 Uniform Combined State Law Examination
  2016-01-26

Other Names

• Eric Robert Schmidt