Joseph Siciliano

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

• 05/2015 → 04/2018
  Lpl Financial Llc
  Woburn, MA
• 04/2018 → 10/2019
  Triad Advisors, Llc
  Norcross, GA
• 05/2015 → 09/2022
  Pinnacle Private Wealth, Llc
  Woburn, MA
• 09/2022 → Present
  Wealth Enhancement Advisory Services
  Burlington, MA
• 09/2022 → Present
  Wealth Enhancement Group
  Burlington, MA

Previous Registrations

• 2015-05-20 → 2022-09-22
  Pinnacle Private Wealth, Llc
  Burlington, MA
• 2004-02-23 → 2015-05-08
  Strategic Advisers Llc
  Burlington, MA

Exams

• S66 Uniform Combined State Law Examination
  2004-01-26
• S63 Uniform Securities Agent State Law Examination
  1999-02-09

Designations

• Certified Financial Planner

Other Names

• Joe Siciliano
• Joseph Siciliano