Colin P Smith
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
14 yearsExperience
2 statesRegistered 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
14 years in the industry.
- Wealth Enhancement Advisory Services, LLCFeb 2019 to now
- Wealth Enhancement GroupFeb 2019 to now
- Bank of America, N.A.Jun 2018 to Feb 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2018 to Feb 2019
- J.P. Morgan Chase & Co.Jun 2012 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
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
- 6975145
- Firm CRD
- 116407