Michael
Haley

Wealth Enhancement Advisory Services, LLC

CRD#4544331
Investment Advisor
in Pittsburgh, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Michael Haley is a certified financial planner who works in Pittsburgh, Pennsylvania, with a total of 11 years of work experience. Haley is an employee of Wealth Enhancement Advisory Services, LLC. During their career, the advisor has held roles at Bpu Investment Management Inc, Lpl Financial, LLC, Wealth Enhancement Group, Wealth Enhancement Brokerage Services and Wealth Enhancement Advisory Services, LLC. Haley maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Pennsylvania. Wealth Enhancement Advisory Services, LLC is an advisory company operating in Pittsburgh, Pennsylvania. The firm has offices in 63 locations and a total of 789 advisors. It administers $53 billion in assets under management between its 104,749 accounts, making it one of the largest financial advisory firms in the United States by assets under management. Of its 104,749 client accounts, 30% are held by high-net-worth investors who have greater than $1 million in assets. Wealth Enhancement Advisory Services, LLC provides a diverse assortment 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 depend on which services the firm provides the client. However, fees charged by Wealth Enhancement Advisory Services, LLC can include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years of Experience

11 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

Disclosures

Yes

Office Location

11 Stanwix Street, Suite 2310
Pittsburgh, PA 15222

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Wealth Enhancement Advisory Services, LLC Brokerage Details

Total Assets Under Management

$52,608,705,200

PA Average: $5,289,111,388
Total Number of Employees

789

PA Average: 157
Total Number of Accounts

104,749

PA Average: 8,262
Average Account Size

$502,236

PA Average: $640,173

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Michael Haley Work History

Michael has 11 years of experience.

2020 - Present (3 years)

Lpl Financial, LLC

2020 - Present (3 years)

Wealth Enhancement Group

2020 - Present (3 years)

Wealth Enhancement Brokerage Services

2020 - Present (3 years)

Wealth Enhancement Advisory Services, LLC

2011 - 2020 (9 years)

Bpu Investment Management Inc

Disclosures

Michael Haley has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wealth Enhancement Advisory Services, LLC

Julie Johns
Minneapolis, MN
Kimberly Jobson
Minneapolis, MN
Scott Brown
Deer Park, NY
Dixon Downey
Danbury, CT
Douglas Kuring
Minneapolis, MN
Eric Alvito
Minneapolis, MN
Richard Heard
Houston, TX
Gideon Hicks
Green Bay, WI

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started