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Eric Nicholas Alvito

Wealth Enhancement Advisory Services, LLC

Plymouth, MN

Pittsford, NY

CRD 7379579

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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 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
Qci Asset Management, Inc. Pittsford NY 03/2012 11/2021
Wealth Enhancement Group Pittsford NY 11/2021 Present
Wealth Enhancement Advisory Services Pittsford NY 11/2021 Present
  • 03/2012 → 11/2021
    Qci Asset Management, Inc.
    Pittsford, NY
  • 11/2021 → Present
    Wealth Enhancement Group
    Pittsford, NY
  • 11/2021 → Present
    Wealth Enhancement Advisory Services
    Pittsford, NY
Previous Registrations
  • 2021-09-06 → 2021-11-29
    Qci Asset Management Inc
    Pittsford, NY
Designations
  • Chartered Financial Analyst
Other Names
  • Eric N Alvito
  • Eric Alvito

View on SEC IAPD

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