Steven David Brett
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
17 yearsExperience
2 statesRegistered 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
17 years in the industry.
- Wealth Enhancement Brokerage ServicesAug 2025 to now
- Wealth Enhancement Advisory Services, LLCMay 2025 to now
- Wealth Enhancement GroupMay 2025 to now
- Marcum Wealth, LLCApr 2021 to May 2025
- Valmark Securities IncApr 2021 to May 2025
- Insurance-non VariableApr 2011 to Apr 2021
- Raymond James Financial Services Advisors, Inc.Nov 2009 to Apr 2021
- Marcum Financial Services LLCOct 2009 to Apr 2021
- Raymond James Financial ServicesOct 2009 to Apr 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
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
- 4142664
- Firm CRD
- 116407