Ezekiel Waisel

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

• 10/2014 → 01/2017
  Pruco Securities Llc
  Needham, MA
• 10/2014 → 01/2017
  Prudential
  Needham, MA
• 06/2015 → Present
  Uber
  Boston, MA
• 02/2017 → 10/2018
  Signator Investors Inc
  Boston, MA
• 01/2017 → 12/2019
  John Hancock
  Boston, MA
• 05/2018 → 01/2019
  Ivy
  Boston, MA
• 10/2018 → 12/2019
  John Hancock Distributors Llc
  Boston, MA
• 01/2020 → 09/2022
  Shp Wealth Management, Llc
  Plymouth, MA
• 01/2020 → 09/2022
  Shp Financial
  Plymouth, MA
• 10/2022 → Present
  Wealth Enhancement Advisory Services
  Boston, MA
• 10/2022 → Present
  Wealth Enhancement Group
  Boston, MA

Previous Registrations

• 2020-02-05 → 2022-09-30
  Shp Wealth Management, Llc
  Plymouth, MA
• 2018-06-19 → 2019-12-20
  John Hancock Personal Financial Services, Llc
  Boston, MA
• 2017-04-11 → 2018-11-02
  Signator Investors, Inc.
  South Boston, MA

Other Businesses

Event Networking Organization: Schmooze N Booze, Various locations in Boston (event locations change each month), 3/27/2018, approx 10 hrs mo, 0 hrs trading. Credit Card Consult, Investment Related: No, Consultant,9/2019-Present, Somerville, MA. Wealth Enhancement Group - Non-Investment Related - Boston, MA - Fixed Insurance - VP, Financial Advisor - Start Date: 10/2025 - 4 Hours Spent Per Month, 4 Hours Spent During Trading Hours. BEZ Unlimited, LLC - Non-Investment Related - Watertown, MA - CFO-Owner - Start Date: 01/2026 - 4 Hours Spent Per Month, 0 Hours Spent During Trading Hours - Vending Machine Business Providing Food and Drink Options to Residential/Commercial Buildings.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-02-26
• S63 Uniform Securities Agent State Law Examination
  2014-12-27

Designations

• Certified Financial Planner

Other Names

• Ezekiel Waisel
• Zeke Waisel
• Ezekiel Reuben Waisel