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Christopher Decarolis

Wealth Enhancement Advisory Services, LLC

Great Neck, NY

Plymouth, MN

CRD 6542718

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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 2022-06-01
  • NY RA
    APPROVED
    Since 2022-06-01

Branch Locations

60 Cuttermill Rd Suite 516, Great Neck, NY 11021 • 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 Great Neck NY 06/2022 Present
Wealth Enhancement Advisory Services Great Neck NY 06/2022 Present
Kings Point Capital Management Great Neck NY 11/2015 06/2022
  • 06/2022 → Present
    Wealth Enhancement Group
    Great Neck, NY
  • 06/2022 → Present
    Wealth Enhancement Advisory Services
    Great Neck, NY
  • 11/2015 → 06/2022
    Kings Point Capital Management
    Great Neck, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-10-15
  • S66 Uniform Combined State Law Examination
    2015-10-15
Designations
  • Chartered Financial Analyst
Other Names
  • Christopher Anthony Decarolis
  • Chris Decarolis

View on SEC IAPD

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Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GREAT NECK, NY
STONE HILL FIDUCIARY MANAGEMENT, LLC · GREAT NECK, NY
PALUMBO WEALTH MANAGEMENT LLC · GREAT NECK, NY

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