Raul Dfener Nazario gonzales
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
12 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
12 years in the industry.
- Wealth Enhancement Advisory Services, LLCAug 2024 to now
- Wealth Enhancement GroupAug 2024 to now
- UnemployedAug 2023 to Aug 2024
- First Republic Investment Management, IncAug 2021 to Aug 2023
- First Republic Securities Company, LLCAug 2021 to Aug 2023
- J.P. Morgan Securities LLCJan 2021 to Aug 2021
- JPMorgan Chase Bank, N.A.Oct 2018 to Aug 2021
- Baruch CollegeJan 2017 to Dec 2019
- Absolute Wine & Spirits CorporationAug 2014 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7330779
- Firm CRD
- 116407