Griffin Coates

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

• 08/2024 → 09/2025
  Keenan Financial
  Boston, MA
• 01/2023 → 05/2024
  Boston College
  Chestnut Hill, MA
• 08/2020 → 05/2024
  Boston College
  Chestnut Hill, MA
• 05/2023 → 09/2023
  Boston College
  Chestnut Hill, MA
• 05/2022 → 09/2022
  Boston College
  Chestnut Hill, MA
• 05/2021 → 08/2022
  The Sefa Group
  Lexington, SC
• 05/2020 → 08/2020
  Lexington Medical Center
  Lexington, SC
• 08/2016 → 05/2020
  Lexington High School
  Lexington, SC
• 05/2017 → 01/2018
  Moe's Southwest Grill
  Lexington, SC
• 09/2025 → Present
  Wealth Enhancement Advisory Services
  South Boston, MA
• 09/2025 → Present
  Wealth Enhancement Group
  South Boston, MA

Previous Registrations

• 2024-08-27 → 2025-09-09
  Keenan Financial
  Boston, MA

Other Businesses

1. THE SOCCER UNITY PROJECT - NON-INVESTMENT RELATED - BOSTON, MA - HEAD SOCCER COACH - START DATE 08/2025 - 20 HOURS SPENT PER MONTH WITH 0 HOURS DURING TRADING - HEAD COACHING DUTIES FOR 3RD GRADE SOCCER TEAM. 2. D16 - NON-INVESTMENT RELATED - BOSTON, MA - OUTSIDE/W-2 EMPLOYMENT - START DATE: 10/2024 - 40 HOURS SPENT PER MONTH WITH 0 HOURS DURING TRADING HOURS

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-01