Thomas Barry Affleck

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

• 09/2011 → 10/2021
  The Dorschel Automotive Group
  Rochester, NY
• 11/2021 → Present
  Wealth Enhancement Group
  Pittsford, NY
• 04/2023 → Present
  Wealth Enhancement Advisory Services
  Pittsford, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-05-04

Designations

• Certified Financial Planner

Other Names

• Thomas Affleck