Peter Souren Anastasian
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
20 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
20 years in the industry.
- Wealth Enhancement Advisory Services, LLCSep 2020 to now
- Wealth Enhancement Brokerage ServicesSep 2020 to now
- Wealth Enhancement GroupSep 2020 to now
- LPL Financial LLCAug 2020 to Jun 2025
- Purshe Kaplan Sterling InvestmentsMay 2018 to Aug 2020
- Cjm Wealth Management LLCAug 2010 to Aug 2020
- H. Beck, Inc.Sep 2007 to May 2018
- Cjm Fiscal Management, LLC d/b/a Cjm Wealth ManagementJan 2005 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2021
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
- 3126096
- Firm CRD
- 116407