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Timothy Christian Modesti

Wealth Enhancement Advisory Services, LLC

Pittsford, NY

Plymouth, MN

CRD 6076081

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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:

Current Employers
Wealth Enhancement Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-03-06
  • NY RA
    APPROVED
    Since 2025-03-06

Branch Locations

1040 Pittsford Victor Rd, Pittsford, NY 14534 • 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
Wealth Enhancement Group Pittsford NY 03/2025 Present
Wealth Enhancement Advisory Services Pittsford NY 03/2025 Present
Northern Trust Washington DC 07/2014 09/2016
Northern Trust New York NY 09/2016 08/2020
Northern Trust New York NY 08/2020 02/2025
  • 03/2025 → Present
    Wealth Enhancement Group
    Pittsford, NY
  • 03/2025 → Present
    Wealth Enhancement Advisory Services
    Pittsford, NY
  • 07/2014 → 09/2016
    Northern Trust
    Washington, DC
  • 09/2016 → 08/2020
    Northern Trust
    New York, NY
  • 08/2020 → 02/2025
    Northern Trust
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-25
  • S65 Uniform Investment Adviser Law Examination
    2024-11-25
Designations
  • Certified Financial Planner
Other Names
  • Timothy Modesti
  • Tim Modesti

View on SEC IAPD

Nearby Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ARMBRUSTER CAPITAL MANAGEMENT, INC.
KICKSTAND WEALTH ADVISORS

Nearby Investors

Christopher M Leone
Matthew A Kilmer
Matthew M Matteson

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PITTSFORD, NY
ARMBRUSTER CAPITAL MANAGEMENT, INC. · PITTSFORD, NY
KICKSTAND WEALTH ADVISORS · PITTSFORD, NY

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