David Christopher Masias
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.
- Wealth Enhancement Brokerage ServicesJan 2026 to now
- Wealth Enhancement Advisory Services, LLCMay 2025 to now
- Wealth Enhancement GroupMay 2025 to now
- TIAAMay 2024 to Apr 2025
- TIAA-CREF Individual & Institutional Services, LLCMay 2024 to Apr 2025
- UnemployedFeb 2024 to Apr 2024
- Madison PartnersDec 2023 to Jan 2024
- Wells Fargo Clearing Services, LLCMay 2022 to Dec 2023
- Texas A&mJan 2021 to Dec 2023
- Bank of America, N.A.Jul 2018 to May 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2018 to May 2022
- I.A Vets T.T.Jan 2018 to Jul 2018
- ExedOct 2017 to Jul 2018
- I.A. Vets T.T.Feb 2016 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6994630
- Firm CRD
- 116407