Derek Donnarumma

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

• 03/2016 → 12/2016
  Wealth Financial Partners
  Basking Ridge, NY
• 04/2017 → 11/2023
  Wmg Partners, Llc.
  Rochester, NY
• 03/2017 → 11/2023
  American Portfolios Financial Services, Inc.
  Holbrook, 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

• 2022-11-24 → 2023-12-11
  Wealth Management Group
  Rochester, NY
• 2016-10-27 → 2016-12-16
  Independent Financial Group, Llc
  Liberty Corner, NJ
  San Diego, CA

Other Businesses

WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) - Start Date 11/06/2023 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through WEALTH ENHANCEMENT ADVISORY SERVICES LLC, 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 service6s at http://www.adviserinfo.sec.gov/IAPD. Wealth Enhancement Group - Non-Investment Related - Rochester, NY - Fixed Insurance - Financial Advisor - Start Date: 10/2025 - Less Than 10 Hours Spent Per Month, Less Than 10 Hours Spent During Trading Hours.

Exams

• S66 Uniform Combined State Law Examination
  2016-07-30

Designations

• Certified Financial Planner

Other Names

• Derek James Donnarumma