Michael Lawrence

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

• 02/2017 → 06/2018
  Signature Investment Advisors
  Los Angeles, CA
• 06/2013 → 12/2016
  Pacific Union College
  Angwin, CA
• 06/2018 → 07/2019
  Signature Estate & Investment Advisors
  Los Angeles, CA
• 11/2018 → 07/2019
  Royal Alliance Associates, Inc.
  Los Angeles, CA
• 07/2019 → 02/2020
  Extended Travel
  San Diego, CA
• 02/2020 → 07/2020
  Strategic Financial Associates
  Bethesda, MD
• 06/2020 → 07/2020
  Nylife Securities Llc
  Bethesda, MD
• 09/2020 → 11/2022
  Heritage Wealth Management, Llc
  Phoenix, AZ
• 04/2023 → 09/2025
  Wealthspire Advisors
  New York, NY
• 12/2022 → 03/2023
  Unemployed
  New York, NY
• 09/2025 → Present
  Wealth Enhancement Group
  New York, NY
• 09/2025 → Present
  Wealth Enhancement Advisory Services
  New York, NY

Previous Registrations

• 2023-06-01 → 2025-09-11
  Wealthspire Advisors
  New York, NY
  Milwaukee, NY
• 2020-09-23 → 2022-11-21
  Heritage Wealth Management, Llc
  Phoenix, AZ
  Solana Beach, CA
• 2020-07-29 → 2020-08-13
  Eagle Strategies Llc
  Bethesda, MD
• 2017-08-28 → 2019-07-17
  Signature Investment Advisors, Llc
  Los Angeles, CA

Exams

• S66 Uniform Combined State Law Examination
  2017-08-26

Designations

• Certified Financial Planner

Other Names

• Michael Alexander Lawrence