Julia Galioto
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
10 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
10 years in the industry.
- Wealth Enhancement Advisory Services, LLCOct 2024 to now
- Wealth Enhancement GroupOct 2024 to now
- Purshe Kaplan Sterling InvestmentsMay 2018 to Dec 2021
- Kleinfelder Capital, Inc.Sep 2017 to Sep 2024
- Morgan StanleyApr 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 6625780
- Firm CRD
- 116407