Nicholas William French

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

• 03/2011 → 03/2026
  Svb Securities
  Palo Alto, CA
• 06/2026 → Present
  Wealth Enhancement Group
  Burlingame, CA
• 06/2026 → Present
  Wealth Enhancement Advisory Services
  Burlingame, CA

Previous Registrations

• 2011-04-29 → 2026-03-18
  Svb Asset Management
  San Francisco, CA
• 2008-11-26 → 2011-03-28
  Fisher Investments
  San Mateo, CA
  Plano, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-08-15
• S65 Uniform Investment Adviser Law Examination
  2008-11-25