Ethan
Weisenberg

Wealth Enhancement Advisory Services, LLC

CRD#2331333
Investment Advisor
in Long Beach, NY

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About this Advisor

Ethan Weisenberg is a financial advisor based in Long Beach, New York, working with Wealth Enhancement Advisory Services, LLC. Ethan has previously held positions at Advanced Underwriting Services, Inc, Ethan Weisenberg/Self-Employed, Fsc Securities, Osaic Wealth, Inc, Lpl Financial LLC, Wealth Enhancement Group, Wealth Enhancement Advisory Services, Wealth Enhancement Brokerage Services, and The Retirement Group, LLC. Ethan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Ethan is part of Wealth Enhancement Advisory Services, LLC, which operates out of Long Beach, 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 63, Series 65

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

Long Beach, NY

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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

Ethan Weisenberg Work History

2024 - Present (0 year)

Lpl Financial LLC

2024 - Present (0 year)

Wealth Enhancement Group

2024 - Present (0 year)

Wealth Enhancement Advisory Services

2024 - Present (0 year)

Wealth Enhancement Brokerage Services

2024 - Present (0 year)

The Retirement Group, LLC

2023 - Present (1 year)

Osaic Wealth, Inc

1996 - Present (28 years)

Advanced Underwriting Services, Inc

1996 - Present (28 years)

Ethan Weisenberg/Self-Employed

2011 - 2023 (12 years)

Fsc Securities

Disclosures

Please visit the SEC profile of Ethan Weisenberg 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

Lorraine Devito
Singer Island, FL
Robert Maples
Minneapolis, MN
Max Kayajanian
Minneapolis, MN
Jesse Hughes
Jackson, MO
Katelyn Fussell
Minneapolis, MN
Matthew Dorsey
Minneapolis, MN
Daniel Frederickson
Minneapolis, MN
Maura Mallaney
Parsippany, NJ

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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