Aisling Marie-patricia Carroll-transom
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, LLCSep 2024 to now
- Wealth Enhancement GroupSep 2024 to now
- Morpheus Nyc LLCApr 2024 to Sep 2024
- Mariner Wealth AdvisorsMar 2017 to Feb 2024
- Firstpoint FinancialDec 2014 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2015
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
- 2894186
- Firm CRD
- 116407