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Thomas Barry Affleck

Wealth Enhancement Advisory Services, LLC

Pittsford, NY

Plymouth, MN

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Current Employers
Wealth Enhancement Advisory Services, Llc

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-05-04
  • NY RA
    APPROVED
    Since 2023-05-04

Branch Locations

1040 Pittsford Victor Rd, Pittsford, NY 14534 • United States

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Dorschel Automotive Group Rochester NY 09/2011 10/2021
Wealth Enhancement Group Pittsford NY 11/2021 Present
Wealth Enhancement Advisory Services Pittsford NY 04/2023 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-04
  • S65 Uniform Investment Adviser Law Examination
    2023-05-04
Designations
Other Names
  • Thomas Affleck

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PITTSFORD, NY
ARMBRUSTER CAPITAL MANAGEMENT, INC. · PITTSFORD, NY
KICKSTAND WEALTH ADVISORS · PITTSFORD, NY
MARK ANDREW PAGANELLI · PITTSFORD, NY
MORGAN STANLEY · Pittsford, NY
CHARLES SCHWAB & CO., INC. · Pittsford, NY
COMMONWEALTH FINANCIAL NETWORK · Pittsford, NY
COMMONWEALTH FINANCIAL NETWORK · PITTSFORD, NY

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