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Amanda Memoli Durbiano

Investment adviser representative at Wealth Enhancement Advisory Services, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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

10 years in the industry.

  1. Wealth Enhancement Advisory Services, LLCMar 2025 to now
  2. Wealth Enhancement GroupMar 2025 to now
  3. TIAAMay 2023 to Feb 2025
  4. TIAA-CREF Individual & Institutional Services, LLCMay 2023 to Feb 2025
  5. Exencial Wealth AdvisorsJun 2021 to Apr 2023
  6. Hefren Tillotson, Inc.Jun 2019 to May 2021
  7. PNC InvestmentsOct 2016 to Jun 2019

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2016
  • Series 65 · Uniform Investment Adviser Law2018

State registrations

Registered as an investment adviser representative in 1 state (NC).

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
6629519
Firm CRD
116407
Advisor's SEC record (opens in a new tab)
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