Patrick
Doherty

Wealth Enhancement Advisory Services, LLC

CRD#4543469
Investment Advisor
in Danbury, CT

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About this Advisor

Patrick Doherty is a certified financial planner and chartered financial consultant based in Danbury, Connecticut with 2 years of relevant experience. Doherty works at Wealth Enhancement Advisory Services, LLC. Over the course of their career, Doherty has held roles at Reby Advisors, LLC, Triad Advisors Inc, Lpl Financial, LLC, Wealth Enhancement Group, Wealth Enhancement Advisory Services and Wealth Enhancement Brokerage Services. Doherty maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in Connecticut. Wealth Enhancement Advisory Services, LLC is a business operating out of Minneapolis, MN. It handles $56 billion in assets between its 128,050 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. Of its 128,050 accounts, 27% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Wealth Enhancement Advisory Services, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fee schedules typically are based on the type of financial services offered. However, fee types charged by Wealth Enhancement Advisory Services, LLC likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

44 Old Ridgebury Road, Suite 150
Danbury, CT 06810

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Wealth Enhancement Advisory Services, LLC Brokerage Details

Total Assets Under Management

$56,392,714,492

CT Average: $5,289,111,388
Total Number of Accounts

128,050

CT Average: 8,262
Average Account Size

$440,396

CT Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Patrick Doherty Work History

Patrick has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Lpl Financial, LLC

2021 - Present (3 years)

Wealth Enhancement Group

2021 - Present (3 years)

Wealth Enhancement Advisory Services

2021 - Present (3 years)

Wealth Enhancement Brokerage Services

2012 - 2021 (9 years)

Triad Advisors Inc

2007 - 2021 (14 years)

Reby Advisors, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Patrick Doherty to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wealth Enhancement Advisory Services, LLC

Michael Jette
Minneapolis, MN
Charles Campbell
Minneapolis, MN
Angela Breitsprecher
Minneapolis, MN
Katy Chase
Minneapolis, MN
Kevin Saylor
Alpharetta, GA
Cindy Hyde
Minneapolis, MN
Emily Reidenouer
Charlotte, NC
Gideon Hicks
Green Bay, WI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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