Victor Sidney Levy

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

• 05/2004 → 06/2025
  Lpl Financial, Llc
  Philadelphia, PA
• 03/2012 → 08/2024
  Levy Wealth Management Group, Llc
  Philadelphia, PA
• 09/2024 → Present
  Wealth Enhancement Group
  Philadelphia, PA
• 09/2024 → Present
  Wealth Enhancement Advisory Services
  Philadelphia, PA
• 09/2024 → Present
  Wealth Enhancement Brokerage Services
  Philadelphia, PA

Previous Registrations

• 2014-10-09 → 2025-07-02
  Lpl Financial Llc
  Philadelphia, PA
  Cherry Hill, NJ
  Evans City, PA
  Longport, NJ
  Bala Cynwyd, PA
  Bala Cynwyd, PA
• 2020-01-03 → 2024-12-06
  Levy Wealth Management Group
  Philadelphia, PA

Other Businesses

1. 10/24/2016: No Business Name - Investment Related - At Reported Business Location(s) - Other-Book Author - Started 09/21/2016 - 2 Hours Per Month During Securities Trading -"The Kitchen Table Financial Plan". 2. 1/24/2019 - Leon L Levy & Associates - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - President - Start Date: 02/27/2006 - 50 Hours Per Month/50 Hours During Securities Trading - Sell fixed insurance products. 3. 08/05/2024 - SL & VL Holdings LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Home Based - Start Date 03/08/2024 - 10 Hours per Month/ 1 Hour During Trading 4. 09/10/2024 - Wealth Enhancement Advisory Services (WEAS) - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 09/01/2024 - 40 Hours Per Month/ During Trading - I provide investment advisory services through Wealth Enhancement Advisory Services, an independent investment advisor firm. I started this business activity in 9/2024. 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. 5. SL VL Holdings - Not Investment Related - Cherry Hill, NJ - Manager - Start Date: 01/2025 - 0 Hours Spent Per Month, 0 Hours Spent During Securities Trading Hours. 6. SL & VL Holdings II - Not Investment Related - Cherry Hill, NJ - Manager - Start Date: 01/2025 - 0 Hours Spent Per Month, 0 Hours Spent During Securities Trading Hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-05-20

Designations

• Certified Financial Planner

Other Names

• Victor S Levy