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Deborah Dematteo

Wealth Enhancement Advisory Services, LLC

Miromar Lakes, FL

Plymouth, MN

CRD 1376406

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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:

Current Employers
Wealth Enhancement Advisory Services, Llc

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-07-03
LA RA APPROVED 2022-06-29
NY RA APPROVED 2021-05-06
CT RA APPROVED 2020-11-03
TX RA APPROVED 2020-11-03
  • FL RA
    APPROVED
    Since 2024-07-03
  • LA RA
    APPROVED
    Since 2022-06-29
  • NY RA
    APPROVED
    Since 2021-05-06
  • CT RA
    APPROVED
    Since 2020-11-03
  • TX RA
    APPROVED
    Since 2020-11-03

Branch Locations

Miromar Lakes, FL • United States

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Deborah Dematteo Miromar Lakes FL 01/1994 Present
10-15 Associates, Inc. Goshen NY 01/1997 12/2020
Purshe Kaplan Sterling Investments Albany NY 11/2007 08/2019
Wealth Enhancement Group Miromar Lakes FL 11/2020 Present
Wealth Enhancement Advisory Services Miromar Lakes FL 11/2020 Present
  • 01/1994 → Present
    Deborah Dematteo
    Miromar Lakes, FL
  • 01/1997 → 12/2020
    10-15 Associates, Inc.
    Goshen, NY
  • 11/2007 → 08/2019
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 11/2020 → Present
    Wealth Enhancement Group
    Miromar Lakes, FL
  • 11/2020 → Present
    Wealth Enhancement Advisory Services
    Miromar Lakes, FL
Previous Registrations
  • 2011-08-02 → 2020-12-08
    10-15 Associates, Inc.
    Goshen, NY
  • 2004-01-02 → 2008-12-23
    10-15 Associates, Inc.
    Goshen, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1985-05-30
  • S63 Uniform Securities Agent State Law Examination
    1985-05-30
Designations
  • Certified Financial Planner
Other Names
  • Deborah Lynn Macadam
  • Deborah Lynn Macadam
  • Deborah Lynn Macadam
  • Deborah Lynn Dematteo

View on SEC IAPD

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