Patricia Elizabeth Small
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
16 yearsExperience
1 stateRegistered in
PFSDesignation
$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, LLCMay 2025 to now
- Wealth Enhancement GroupMay 2025 to now
- Marcum Wealth, LLCJul 2020 to May 2025
- Marcum LLPJun 2018 to Oct 2024
- Marcum Wealth Management, LLCJun 2018 to Jul 2020
- Filomeno & Company, P.C.Nov 2010 to Jun 2018
Designations
- PFS
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (VT).
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
- 5872094
- Firm CRD
- 116407