Tanya Frias
Investment adviser representative at Wealth More Enterprise, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$99.7KFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Wealth More Enterprise, Inc.Feb 2024 to now
- AndwiseAug 2023 to now
- Quantitative Finance LLCJan 2023 to now
- Freeman CapitalDec 2020 to May 2023
- Advisory Group Equity Services, Ltd.Dec 2020 to Jul 2022
- Tag AgesDec 2020 to Jul 2022
- Massachusetts Mutual Life Insurance CompanySep 2017 to Dec 2020
- MML Investors ServicesSep 2017 to Dec 2020
- Wells Fargo Advisors, LLCJun 2016 to Sep 2017
- Wells Fargo Clearing Services, LLCJun 2016 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (NY).
Wealth More Enterprise, Inc.
$99.7KAssets managed
89Clients
5Advisers
2 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
- 4250965
- Firm CRD
- 324763