Christopher David Giuliani
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
12 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
12 years in the industry.
- Wealth Enhancement Advisory Services, LLCOct 2025 to now
- Wealth Enhancement Brokerage ServicesOct 2025 to now
- Wealth Enhancement GroupOct 2025 to now
- UBS Financial ServicesNov 2024 to Oct 2025
- Extended TravelJun 2023 to Nov 2024
- JP Morgan Private Wealth Advisors LLCFeb 2023 to Jun 2023
- First Republic Securities Company, LLCOct 2022 to Jun 2023
- First Republic Investment Management, IncJul 2022 to Jun 2023
- Stanford UniversityAug 2021 to Jun 2022
- First Republic Investment Management, IncJun 2021 to Aug 2021
- Stanford UniversityOct 2020 to Jun 2021
- KloudioFeb 2020 to Oct 2020
- Stanford UniversityAug 2019 to Feb 2020
- United States Marine CorpsJun 2014 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NV).
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
- 7656714
- Firm CRD
- 116407