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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
NY RA APPROVED 2021-03-17
  • NY RA
    APPROVED
    Since 2021-03-17

Branch Locations

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

724 Long Island Ave, Deer Park, NY 11729 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
H. Beck, Inc. Rockville MD 09/2007 05/2018
Cjm Fiscal Management, Llc D/B/A Cjm Wealth Management Deer Park NY 01/2005 08/2020
Purshe Kaplan Sterling Investments Deer Park NY 05/2018 08/2020
Cjm Wealth Management Llc Deer Park NY 08/2010 08/2020
Lpl Financial Llc Deer Park NY 08/2020 06/2025
Wealth Enhancement Brokerage Services Plymouth MN 09/2020 Present
Wealth Enhancement Advisory Services Llc Deer Park NY 09/2020 Present
Wealth Enhancement Group Plymouth MN 09/2020 Present
  • 09/2007 → 05/2018
    H. Beck, Inc.
    Rockville, MD
  • 01/2005 → 08/2020
    Cjm Fiscal Management, Llc D/B/A Cjm Wealth Management
    Deer Park, NY
  • 05/2018 → 08/2020
    Purshe Kaplan Sterling Investments
    Deer Park, NY
  • 08/2010 → 08/2020
    Cjm Wealth Management Llc
    Deer Park, NY
  • 08/2020 → 06/2025
    Lpl Financial Llc
    Deer Park, NY
  • 09/2020 → Present
    Wealth Enhancement Brokerage Services
    Plymouth, MN
  • 09/2020 → Present
    Deer Park, NY
  • 09/2020 → Present
    Wealth Enhancement Group
    Plymouth, MN
Other Businesses

1)09/01/2020 - NON-VARIABLE INSURANCE - WEALTH ENHANCEMENT GROUP - 30% - INVESTMENT RELATED - DEER PARK, NY 11729 2)2001 - REAL ESTATE RENTAL - PETER ANASTASIAN - INVESTMENT RELATED - 18933 37TH AVE FLUSHING, NY 11358 3)2003 - REAL ESTATE RENTAL - PETER ANASTASIAN - INVESTMENT RELATED - 7615 35TH AVE APT 2L JACKSON HEIGHTS, NY 11372 4)2012 - REAL ESTATE RENTAL - CJM FISCAL REALTY LLC - 1% - INVESTMENT RELATED - 724 LONG ISLAND AVENUE, DEER PARK, NY 11729 5)2019 - REAL ESTATE RENTAL - CP PATCHOGUE LLC - 1% - INVESTMENT RELATED - 17 MALER LANE, EAST PATCHOGUE, NY 11772 6)9/15/2020 - WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 9/1/2020 - 40 Hours Per Month During Securities Trading - Time Spent 95% - I provide investment advisory services through WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 09/2020. I expect to spend approximately 40 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. 7)12/29/2021 - No Business Name - Investment Related - Other-Franchise - Start Date 1/1/2022 - 10 Hours Per Month/0 Hours During Securities Trading - Passive partner in IV drips of vitamins. 8) 09/22/2022 - The Anastasian Family Foundation - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Member - Start Date - 09/01/2022 - 1 Hours Per Month/1 Hours During Securities Trading. 9) COLT 35 REALTY LLC - INVESTMENT RELATED - JACKSON HEIGHTS, NY - RENTAL PROPERTY - MEMBER - START DATE : 12/2025 - 1 HOUR SPENT PER MONTH, 0 HOURS SPENT DURING TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-17
S63 Uniform Securities Agent State Law Examination 1998-10-02
  • S65 Uniform Investment Adviser Law Examination
    2021-03-17
  • S63 Uniform Securities Agent State Law Examination
    1998-10-02
Other Names
  • Peter Anastasian

View on SEC IAPD

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