Nathan Scott Pugliese
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
16 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$122.2BFirm assets
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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
16 years in the industry.
- Wealth Enhancement Advisory Services, LLCNov 2021 to now
- Wealth Ehnancement Advisory ServicesOct 2021 to now
- Wealth Enhancement Brokerage ServicesOct 2021 to now
- Wealth Enhancement GroupOct 2021 to now
- LPL Financial LLCOct 2021 to Jun 2025
- Purshe Kaplan Sterling InvestmentsJul 2021 to Oct 2021
- Summit Financial, LLCJul 2019 to Oct 2021
- Summit Risk Management, LLCJul 2019 to Oct 2021
- Ameriprise Financial Services, Inc.Sep 2005 to Jul 2019
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law1998
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 3079663
- Firm CRD
- 116407