Brendan William Tully
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
12 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$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
12 years in the industry.
- Wealth Enhancement Advisory Services, LLCDec 2025 to now
- Wealth Enhancement Adviosry ServicesDec 2025 to now
- Wealth Enhancement Brokerage ServicesDec 2025 to now
- Wealth Enhancement GroupDec 2025 to now
- UnemployedFeb 2025 to Nov 2025
- Strategic Wealth Management GroupApr 2022 to Jan 2025
- Touchstone Securities, Inc.Sep 2018 to Apr 2022
- Western & Southern Financial GroupSep 2018 to Apr 2022
- UnemployedJan 2018 to Sep 2018
- Hartford Funds Distributors, LLCDec 2014 to Jan 2018
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2001
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
- 4365969
- Firm CRD
- 116407