Alice Mobbs Mcelhinney

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

• 01/1991 → 06/2019
  Robert Mcelhinney, Cpa
  Melrose, MA
• 01/2015 → 03/2017
  Metlife Securities Inc.
  Melrose, MA
• 03/2017 → 04/2018
  Lpl Financial Llc
  Woburn, MA
• 04/2017 → 08/2022
  Pinnacle Private Wealth, Llc
  Woburn, MA
• 04/2018 → 08/2022
  Triad Advisors, Llc
  Norcross, GA
• 07/2019 → Present
  Pinnacle Tax, Llc
  Jupiter, FL
• 09/2022 → 06/2025
  Lpl Financial Llc
  Burlington, MA
• 09/2022 → Present
  Wealth Enhancement Advisory Services
  Jupiter, FL
• 09/2022 → Present
  Wealth Enhancement Group
  Jupiter, FL
• 09/2022 → Present
  Wealth Enhancement Brokerage Services
  Jupiter, FL

Previous Registrations

• 2017-04-25 → 2022-09-22
  Pinnacle Private Wealth, Llc
  Burlington, MA
• 2015-01-02 → 2017-03-17
  Msi Financial Services, Inc.
  Melrose, MA
• 2009-09-10 → 2015-01-02
  New England Securities
  Melrose, MA
  Melrose, MA
  Boston, MA
  Boston, MA

Other Businesses

PINNACLE TAX LLC - Tax Prep/Accounting/CPA - Inv Rel - Melrose, MA - Start: 07/2019 - 40 Hr/Mth Real Estate Rental - Co-Owner - Inv Rel - Jupiter, FL - Start: 01/1996 - 1 Hr/Mth Real Estate Rental - Co-Owner - Inv Rel - Melrose, MA - Start: 12/1982 - 1 Hr/Mth WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date - 09/2022 - 120 Hours Per Month/6 Hours During Securities Trading - Time Spent 75% - I provide investment advisory services through WEAL TH ENHANCEMENT ADVISORY SERVICES LL, an independent investment advisor firm. I started this business activity in 11/2022. 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 services at http://www.adviserinfo.sec.gov/IAPD.

Exams

• S66 Uniform Combined State Law Examination
  2009-08-13

Other Names

• Alice Mobbs Devaney
• Alice Mcelhinney