Amanda Memoli Durbiano

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

• 06/2016 → 10/2016
  Unemployed
  Venetia, PA
• 10/2016 → 06/2019
  Pnc Investments
  Pittsburgh, PA
• 06/2019 → 05/2021
  Hefren Tillotson, Inc.
  Pittsburgh, PA
• 06/2021 → 04/2023
  Exencial Wealth Advisors
  Oklahoma City, OK
• 05/2023 → 02/2025
  Tiaa
  Charlotte, NC
• 05/2023 → 02/2025
  Tiaa-Cref Individual & Institutional Services, Llc
  Charlotte, NC
• 08/2017 → 06/2019
  Pnc Investments
  Pittsburgh, PA
• 03/2025 → Present
  Wealth Enhancement Group
  Mount Holly, NC
• 03/2025 → Present
  Wealth Enhancement Advisory Services
  Mount Holly, NC

Previous Registrations

• 2023-05-15 → 2025-03-04
  Tiaa-Cref Individual & Institutional Services, Llc
  Charlotte, NC
  Mount Holly, NC
• 2021-07-29 → 2023-05-09
  Exencial Wealth Advisors
  Oklahoma City, OK
  Huntersville, NC
• 2019-06-20 → 2021-06-16
  Hefren-Tillotson, Inc.
  Pittsburgh, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-02-24
• S63 Uniform Securities Agent State Law Examination
  2016-05-25

Designations

• Certified Financial Planner

Other Names

• Amanda Lynn Memoli
• Amanda Memoli Durbiano
• Amanda M Durbiano