Thomas Breiter, financial advisor Bradenton FL

Thomas Breiter

CRD Number: 1716788
Current Firm: Wealth Enhancement Advisory Services, LLC

Thomas Breiter (CRD# 1716788) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Bradenton, FL and has over 36 years of experience in the finance industry.

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Advice And Planning Services
Company Name Location Dates Years
Wealth Enhancement Group Bradenton, FL Apr 2022 - Current 1
Wealth Enhancement Advisory Services Bradenton, FL Apr 2022 - Current 1
Breiter Capital Management Bradenton, FL Jul 1992 - Apr 2022 29
Charles De Rose, Inc. Charleston, SC Mar 2013 - Apr 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1987
S65 NASAA Investment Advisors Law Examination Apr 1990
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

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Contact Info for Thomas H. Breiter
By the Numbers
  • Total Assets Under Management
    72,025
    MILLIONS
  • Total Number of Accounts
    154,394
    ACCOUNTS
  • Average Account Value
    $466,499
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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