Alexander Liam Scott
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 ServicesJun 2022 to now
- Wealth Enhancement Advisory Services, LLCJul 2021 to now
- Wealth Enhancement GroupJul 2021 to now
- LPL Financial, LLCJun 2021 to Jun 2025
- Macro Consulting GroupApr 2021 to Jun 2021
- Fisher InvestmentsJul 2020 to Apr 2021
- Joseph Jingoli and Sons, Inc.Jun 2019 to Aug 2019
- MatauroJul 2018 to Aug 2018
- V.J. Scozzari & Sons, Inc.Jun 2018 to Aug 2018
- Gettysburg CollegeAug 2016 to Jul 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7367011
- Firm CRD
- 116407