Daniel James Brady
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
13 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
13 years in the industry.
- Wealth Enhancement Advisory Services, LLCJun 2026 to now
- Wealth Enhancement GroupJun 2026 to now
- Thermo Fisher ScientificJan 2022 to Jun 2026
- Dick's Sporting GoodsJun 2021 to Jan 2022
- Dick's Sporting GoodsMay 2020 to Aug 2020
- Bpu Investment ManagementJun 2019 to Aug 2019
- Lovallo Real EstateMay 2018 to Aug 2018
- University of PittsburghAug 2017 to May 2021
- Erie County Water AuthorityJun 2017 to Aug 2017
- St. Josephs Collegiate InstituteSep 2013 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7118585
- Firm CRD
- 116407