Wesley Wasserman
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 Advisory Services, LLCSep 2024 to now
- Wealth Enhancement Brokerage ServicesSep 2024 to now
- Wealth Enhancement GroupSep 2024 to now
- LPL Financial LLCJun 2023 to Jun 2025
- Levy Wealth Management GroupJun 2023 to Aug 2024
- West PharmaceuticalsAug 2021 to Jun 2023
- QvcAug 2019 to Aug 2021
- Mazars USANov 2017 to Aug 2019
- UnemployedAug 2017 to Nov 2017
- Temple UniversityMay 2016 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7766667
- Firm CRD
- 116407