Dennis Ricardo Huergo

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

• 04/2011 → 07/2019
  Nj Army National Guard
  Jersey City, NJ
• 01/2015 → 10/2019
  New York Life
  Sleepy Hollow, NY
• 10/2019 → 06/2022
  Facet Wealth
  Baltimore, MD
• 06/2022 → 02/2024
  Altfest Personal Wealth Management
  New York, NY
• 03/2024 → Present
  Wealth Enhancement Group
  Warren, NJ
• 03/2024 → Present
  Wealth Enhancement Advisory Services
  Warren, NJ

Previous Registrations

• 2024-01-02 → 2024-04-15
  Altfest Personal Wealth Management
  New York, NY

Other Businesses

SETON HALL UNIVERSITY, NON-INVESTMENT RELATED, SOUTH ORANGE, NJ, ADJUCT PROFESSOR, START DATE: 09/2024, 9 HOURS/MONTH - 0 HOURS DURING TRADING HOURS, I WILL BE AN ADJUCT PROFESSOR IN THE THE STILLMAN SCHOOL OF BUSINESS FINANCE DEPARTMENT. I WILL TEACH THE CFP CURRICULUM TO UNDERGRADS. FINANCIAL PLANNING ASSOCIATION OF NEW JERSEY - NON-INVESTMENT RELATED - BOARD MEMBER - DIRECTOR OF PARTNERSHIPS - START DATE: 10/2023 - 3 HOURS SPENT PER MONTH, 3 HOURS SPENT DURING SECURITIES TRADING HOURS.

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-02-04

Designations

• Certified Financial Planner
• Chartered Financial Consultant