Queensbury, NY Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$111,601,546,975
ClientsTotal clients
80,986
AdvisorsAdvisors at this office
3
Of 1,001 advisors across 317 offices
Location
310 Bay Rd
Queensbury NY 12804
Advisors at this office
3
Advisors at this office
Clayton W
Series 65
Queensbury, NY
Wealth Enhancement Advisory Services, LLC
Clayton Wilhelm is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds a Series 65 designation. He has less than one year of industry experience and previously worked in various roles including at Cedarville University and Beyond Angels Venture Capital. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.
Sean B
CFP®, Series 63, Series 65
Queensbury, NY
Wealth Enhancement Advisory Services, LLC
Sean Berger is a CFP® professional with 38 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His career includes roles at LPL Financial, American Portfolios Financial Services, and Adirondack Retirement Specialists. Outside of advisory work, he owns racehorses through a business entity. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement consulting, utilizing a strategic investment process that combines passive and active management guided by an internal committee.
Jonathan D
Series 66
Queensbury, NY
Wealth Enhancement Advisory Services, LLC
Jonathan Danise is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at LPL Financial LLC, American Portfolios Financial Services Inc, and New York Life Insurance Company. Outside of advising, he is a notary. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active strategies, supported by an internal Investment Committee and various implementation tools.
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