Christopher David Giuliani

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

• 07/2022 → 06/2023
  First Republic Investment Management, Inc
  Los Angeles, CA
• 10/2022 → 06/2023
  First Republic Securities Company, Llc
  Los Angeles, CA
• 02/2020 → 10/2020
  Kloudio
  San Jose, CA
• 06/2014 → 06/2019
  United States Marine Corps
  Camp Lejeune, NC
• 08/2019 → 02/2020
  Stanford University
  Stanford, CA
• 10/2020 → 06/2021
  Stanford University
  Stanford, CA
• 06/2021 → 08/2021
  First Republic Investment Management, Inc
  San Francisco, CA
• 08/2021 → 06/2022
  Stanford University
  Stanford, CA
• 10/2025 → Present
  Wealth Enhancement Group
  Las Vegas, NV
• 10/2025 → Present
  Wealth Enhancement Advisory Services
  Las Vegas, NV
• 10/2025 → Present
  Wealth Enhancement Brokerage Services
  Las Vegas, NV
• 06/2023 → 11/2024
  Extended Travel
  Las Vegas, NV
• 11/2024 → 10/2025
  Ubs Financial Services
  Henderson, NV
• 02/2023 → 06/2023
  Jp Morgan Private Wealth Advisors Llc
  Los Angeles, CA

Previous Registrations

• 2024-11-01 → 2025-09-30
  Ubs Financial Services Inc.
  Henderson, NV
• 2023-02-13 → 2023-06-30
  J.P. Morgan Private Wealth Advisors Llc
  Los Angeles, CA

Exams

• S66 Uniform Combined State Law Examination
  2023-02-10

Designations

• Certified Financial Planner

Other Names

• Chris Giuliani