Patrick Chin
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
11 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$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
11 years in the industry.
- Wealth Enhancement Advisory Services, LLCApr 2026 to now
- Wealth Enhancement Brokerage ServicesApr 2026 to now
- Wealth Enhancement GroupApr 2026 to now
- Wells Fargo Clearing Services, LLCDec 2020 to Apr 2026
- JPMorgan Chase Bank, N.A.Nov 2018 to Dec 2020
- JPMorgan Securities, LLC.Nov 2018 to Dec 2020
- Northern TrustAug 2017 to Nov 2018
- Ellison Technologies, Inc.Apr 2015 to Aug 2017
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 7041849
- Firm CRD
- 116407