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Ethan Weisenberg

Investment adviser representative at Wealth Enhancement Advisory Services, LLC
28 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

28 years in the industry.

  1. Wealth Enhancement Advisory Services, LLCMay 2024 to now
  2. Wealth Enhancement Brokerage ServicesMay 2024 to now
  3. Wealth Enhancement GroupMay 2024 to now
  4. Advanced Underwriting Services, Inc.Jan 1996 to now
  5. Ethan Weisenberg/self-employedJan 1996 to now
  6. LPL Financial LLCMay 2024 to Jun 2025
  7. The Retirement Group, LLCApr 2024 to Apr 2024
  8. Osaic Wealth, Inc.Nov 2023 to Apr 2024
  9. Fsc SecuritiesFeb 2011 to Nov 2023

Exams passed

  • Series 63 · Uniform Securities Agent State Law1995
  • Series 65 · Uniform Investment Adviser Law1999

State registrations

Registered as an investment adviser representative in 1 state (NY).

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
2331333
Firm CRD
116407
Advisor's SEC record (opens in a new tab)
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