Christopher
Decarolis

Wealth Enhancement Advisory Services, LLC

CRD#6542718
Investment Advisor
in Great Neck, NY

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About this Advisor

Christopher Decarolis is a financial advisor based in Great Neck, New York, working with Wealth Enhancement Advisory Services, LLC. Christopher has previously held positions at Tigress Financial Partners, LLC, Villanova University, Wealth Enhancement Group, Wealth Enhancement Advisory Services, and Kings Point Capital Management. Christopher has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Christopher is part of Wealth Enhancement Advisory Services, LLC, which operates out of Great Neck, New York. The firm has 105 offices and manages assets totaling $72.0 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Wealth Enhancement Advisory Services, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

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

$72,024,609,099

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

154,394

NY Average: 8,262
Average Account Size

$466,499

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

Christopher Decarolis Work History

2022 - Present (2 years)

Wealth Enhancement Group

2022 - Present (2 years)

Wealth Enhancement Advisory Services

2015 - 2022 (7 years)

Kings Point Capital Management

2014 - 2015 (1 year)

Tigress Financial Partners, LLC

2010 - 2014 (4 years)

Villanova University

Disclosures

Please visit the SEC profile of Christopher Decarolis 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

Joseph Dieckhaus
Minneapolis, MN
John Croy
Houston, TX
Peter Demartino
Los Angeles, CA
Jesse Hughes
Jackson, MO
Katelyn Fussell
Minneapolis, MN
Matthew Dorsey
Minneapolis, MN
Daniel Frederickson
Minneapolis, MN
Kendra Baranko
Minneapolis, MN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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