Annamarie Geralyn Formicola

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

• 10/1989 → 11/2022
  Btr Capital Management, Inc.
  Oakland, CA
• 11/2022 → Present
  Wealth Enhancement Group
  Oakland, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-09

Other Names

• Annamarie Geralyn Formicola
• Annamarie Formicola
• Annamarie G (Mi Only) Formicola