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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 2021-11-02
  • NY RA
    APPROVED
    Since 2021-11-02

Branch Locations

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

1040 Pittsford Victor Rd, Pittsford, NY 14534 • 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
Manning & Napier Advisors, Llc Fairport NY 06/2014 08/2018
Manning & Napier Investor Services, Inc. Fairport NY 06/2014 08/2018
Wealth Enhancement Group Pittsford NY 11/2021 Present
Wealth Ehnancement Advisory Services Pittsford NY 11/2021 Present
Armbruster Capital Management, Inc. Pittsford NY 08/2018 08/2020
Qci Asset Management, Inc. Pittsford NY 08/2020 11/2021
  • 06/2014 → 08/2018
    Fairport, NY
  • 06/2014 → 08/2018
    Manning & Napier Investor Services, Inc.
    Fairport, NY
  • 11/2021 → Present
    Wealth Enhancement Group
    Pittsford, NY
  • 11/2021 → Present
    Wealth Ehnancement Advisory Services
    Pittsford, NY
  • 08/2018 → 08/2020
    Pittsford, NY
  • 08/2020 → 11/2021
    Qci Asset Management, Inc.
    Pittsford, NY
Previous Registrations
Other Businesses

1. MONROE COMMUNITY COLLEGE FOUNDATION - INVESTMENT RELATED - 1000 EAST HENRIETTA ROAD, ROCHESTER, NY 14623 - BOARD MEMBER/INVESTMENT COMMITTEE MEMBER - STARTED 09/2015 - 2 HOURS/MONTH, 1 HOUR SPENT DURING TRADING HOURS - ATTEND MEETINGS, STEWARD OF FOUNDATION, MONITOR ENDOWMENT PORTFOLIO 2. YMCA OF GREATER ROCHESTER - INVESTMENT RELATED - 444 EAST MAIN STREET, ROCHESTER, NY 14604 - BOARD MEMBER/INVESTMENT COMMITTEE MEMBER - STARTED 05/2019 - 2 HOURS/MONTH, 1 HOUR SPENT DURING TRADING HOURS - ATTEND MEETINGS, STEWARD OF YMCA MISSION, MONITOR ENDOWMENT PORTFOLIO 3. STATESMAN ATHLETIC ASSOCIATION OF HOBART COLLEGE - NOT INVESTMENT RELATED - 300 PULTENEY STREET, GENEVA, NY 14456 - BOARD MEMBER - STARTED 06/2018 - 2 HOURS/MONTH, 1 HOUR SPENT DURING TRADING HOURS - ATTEND MEETINGS, STEWARD OF SAA MISSION. HELP SUPPORT & ENHANCE HOBART ATHLETICS & THE EDUCATIONAL EXPERIENCE OF STUDENT ATHLETES.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-07-22
S63 Uniform Securities Agent State Law Examination 2006-10-02
  • S66 Uniform Combined State Law Examination
    2014-07-22
  • S63 Uniform Securities Agent State Law Examination
    2006-10-02
Designations
Other Names
  • Colby L Feane

View on SEC IAPD

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