Andres
Fernandez-Salvador

Wealth Enhancement Advisory Services, LLC

CRD#5868791
Investment Advisor
in Great Neck, NY

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About this Advisor

Andres Fernandez-Salvador is a financial advisor based out of Great Neck, New York, with 1 year of industry experience. Fernandez-Salvador is currently employed by Wealth Enhancement Advisory Services, LLC. Throughout their career, Fernandez-Salvador has worked at Pnc Investments, Jpmorgan Chase Bank, Jp Morgan Securities LLC, Charles Schwab & Co., Inc, Charles Schwab Bank, Kings Point Capital Management LLC, Wealth Enhancement Group and Wealth Enhancement Advisory Services. Fernandez-Salvador holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in New York and Texas. Wealth Enhancement Advisory Services, LLC is a financial advisory firm based out of Minneapolis, MN. It manages $56 billion in assets between its 128,050 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. Of its 128,050 customer accounts, 27% are associated with high-net-worth clients who have more than $1 million in assets. Wealth Enhancement Advisory Services, LLC has a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advice largely vary depending on which services the firm provides the client. However, fees billed by Wealth Enhancement Advisory Services, LLC likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

60 Cuttermill Rd Suite 516
Great Neck, NY 11021

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Wealth Enhancement Advisory Services, LLC Brokerage Details

Total Assets Under Management

$56,392,714,492

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

128,050

NY Average: 8,262
Average Account Size

$440,396

NY 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

Andres Fernandez-Salvador Work History

Andres has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Wealth Enhancement Group

2022 - Present (2 years)

Wealth Enhancement Advisory Services

2019 - 2022 (3 years)

Kings Point Capital Management LLC

2015 - 2019 (4 years)

Charles Schwab & Co., Inc

2015 - 2019 (4 years)

Charles Schwab Bank

2013 - 2015 (2 years)

Jpmorgan Chase Bank

2013 - 2015 (2 years)

Jp Morgan Securities LLC

2012 - 2013 (1 year)

Pnc Investments

*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 Andres Fernandez-Salvador 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

Shaun Callahan
Jacksonville, FL
Christopher Baker
Minneapolis, MN
Charles Campbell
Minneapolis, MN
Devin Hanson
Saint Helena, CA
Kevin Saylor
Alpharetta, GA
Cindy Hyde
Minneapolis, MN
Gideon Hicks
Green Bay, WI
William Buhr
Itasca, IL

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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