Daniel Adam Umansky
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
12 yearsExperience
1 stateRegistered in
$122.2BFirm assets
24 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Wealth Enhancement Advisory Services, LLCAug 2025 to now
- Wealth Enhancement Brokerage ServicesAug 2025 to now
- Wealth Enhancement GroupAug 2025 to now
- Cetera Financial Specialists LLCAug 2022 to Aug 2025
- Cetera Ivestment Services LLCAug 2022 to Aug 2025
- Cetera Wealth Services, LLCAug 2022 to Aug 2025
- Cetera Investment Advisers LLCNov 2020 to Aug 2025
- First Allied Advisory Services, Inc.Mar 2018 to Nov 2020
- Cetera Advisors LLCJun 2014 to Aug 2025
- First Allied SecuritiesJun 2014 to Sep 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 1 state (CA).
Wealth Enhancement Advisory Services, LLC
$122.2BAssets managed
85,001Clients
1,002Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1806953
- Firm CRD
- 116407