Morgan
Dorsey
Wealth Enhancement Advisory Services, LLC
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About this Advisor
Morgan Dorsey is a financial advisor who works in Boston, Massachusetts, with a total of 2 years of industry experience. Dorsey is an advisor for Wealth Enhancement Advisory Services, LLC. The advisor has gained experience at Pruco Securities, LLC, The Prudential Insurance Company Of America, Windhaven Investment Management, Inc, North American Management Corp, Twin Focus Capital, Wealth Enhancement Group and Wealth Enhancement Advisory Services. Dorsey holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Massachusetts. Wealth Enhancement Advisory Services, LLC is an advisory business based out of Minneapolis, MN. It manages $56 billion in assets under management between its 128,050 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. Of its 128,050 client accounts, 27% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The company offers a diverse range 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. Financial management fees typically vary depending on which services the firm provides the client. Fees billed by Wealth Enhancement Advisory Services, LLC most likely are comprised of any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealth Enhancement Advisory Services, LLC Brokerage Details
$56,392,714,492
128,050
$440,396
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
Morgan Dorsey Work History
Morgan has been registered as a financial advisor for 2 years.*
Wealth Enhancement Group
Wealth Enhancement Advisory Services
North American Management Corp
Twin Focus Capital
Windhaven Investment Management, Inc
Pruco Securities, LLC
The Prudential Insurance Company Of America
*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 Morgan Dorsey 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
Minneapolis, MN
Minneapolis, MN
Houston, TX
Green Bay, WI
Alpharetta, GA
Itasca, IL
Charlotte, NC
Minneapolis, MN
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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