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Paul Desisto

Wealth Enhancement Advisory Services, LLC

Plymouth, MN

Summit, NJ

CRD 1702372

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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
NJ RA APPROVED 2024-11-07
  • NJ RA
    APPROVED
    Since 2024-11-07

Branch Locations

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

25 Union Pl 3Rd Floor, Summit, NJ 07901 • 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
M&R Capital Management Inc Summit NJ 02/2012 10/2024
Wealth Enhancement Group Summit NJ 11/2024 Present
Wealth Enhancement Advisory Services Summit NJ 11/2024 Present
  • 02/2012 → 10/2024
    M&R Capital Management Inc
    Summit, NJ
  • 11/2024 → Present
    Wealth Enhancement Group
    Summit, NJ
  • 11/2024 → Present
    Wealth Enhancement Advisory Services
    Summit, NJ
Previous Registrations
  • 2013-03-28 → 2024-11-21
    M&R Capital Management Inc
    Summit, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-03-27
S63 Uniform Securities Agent State Law Examination 1987-08-05
  • S65 Uniform Investment Adviser Law Examination
    2013-03-27
  • S63 Uniform Securities Agent State Law Examination
    1987-08-05
Designations
  • Chartered Financial Analyst
Other Names
  • Paul M Ddesisto
  • Paul M Desisto
  • Paul Matthew Desito
  • Paul Matthew Desisto
  • Paul Matthew Desisto
  • Paul M Desisto

View on SEC IAPD

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