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Wellth Advisory Services, LLC CRD 330537
$26.7B regulatory AUM 10 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Shorewood, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-07-27 |
| NY | RA | APPROVED | 2026-07-21 |
Branch Locations
Shorewood, IL • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-03 |
| NJ | RA | APPROVED | 2018-08-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual | Garden City | NY | 09/2001 | 08/2017 |
| Mml Investors Services Inc. | Garden City | NY | 09/2001 | 08/2017 |
| Lpl Financial, Llc | Pearl River | NY | 09/2017 | Present |
| Global Retirement Partners, Llc | Pearl River | NY | 09/2017 | 07/2026 |
| Strategic Retirement Partners | Shorewood | IL | 07/2026 | Present |
| Wellth Advisory Services, Llc | Shorewood | IL | 07/2026 | Present |
Dembro Insurance Consultants - business entity for tax and investment purposes; Pocket Recruiter - investor - not investment related; 7/21/2026 Strategic Retirement Partners - DBA of WELLth Advisory Services - investment advisory services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-23 |
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