Colby Loomis Feane

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

• 06/2014 → 08/2018
  Manning & Napier Advisors, Llc
  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
  Armbruster Capital Management, Inc.
  Pittsford, NY
• 08/2020 → 11/2021
  Qci Asset Management, Inc.
  Pittsford, NY

Previous Registrations

• 2021-08-18 → 2021-11-29
  Qci Asset Management Inc
  Pittsford, NY
• 2019-03-23 → 2020-08-26
  Armbruster Capital Management, Inc.
  Pittsford, NY
• 2014-07-25 → 2018-09-07
  Manning & Napier Advisors, Llc
  Fairport, NY

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

• S66 Uniform Combined State Law Examination
  2014-07-22
• S63 Uniform Securities Agent State Law Examination
  2006-10-02

Designations

• Chartered Financial Analyst

Other Names

• Colby L Feane