Robert
Standish

Wealth Enhancement Advisory Services, LLC

CRD#4036002
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Robert Standish is a certified financial planner who works in Pittsburgh, Pennsylvania who has 3 years of industry experience. Standish works at Wealth Enhancement Advisory Services, LLC. Over the course of their career, Standish has held roles at Bpu Investment Group, Inc, Lpl Financial, LLC, Wealth Enhancement Advisory Services, LLC and Wealth Enhancment Brokerage Services. Standish has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Pennsylvania. Wealth Enhancement Advisory Services, LLC is a financial advisory business that has its headquarters in Minneapolis, MN. It handles $56 billion in total assets across 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 client accounts, 27% are associated with high-net-worth clients who have at least $1 million in assets. The advisory firm provides a number 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. Fees for financial advice depend on the type of services offered. Fees charged by Wealth Enhancement Advisory Services, LLC most likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 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

Office Location

11 Stanwix Street, Suite 2310
Pittsburgh, PA 15222

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Wealth Enhancement Advisory Services, LLC Brokerage Details

Total Assets Under Management

$56,392,714,492

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

128,050

PA Average: 8,262
Average Account Size

$440,396

PA 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

Robert Standish Work History

Robert has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Lpl Financial, LLC

2020 - Present (4 years)

Wealth Enhancement Advisory Services, LLC

2020 - Present (4 years)

Wealth Enhancment Brokerage Services

2004 - 2020 (16 years)

Bpu Investment Group, Inc

*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 Robert Standish 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

Chloe Briel
Minneapolis, MN
Myra Natter
Minneapolis, MN
Angela Breitsprecher
Minneapolis, MN
Katy Chase
Minneapolis, MN
Kevin Saylor
Alpharetta, GA
William Buhr
Itasca, IL
Emily Reidenouer
Charlotte, NC
Gideon Hicks
Green Bay, WI

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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