Investment adviser representative · Wealth Enhancement Advisory Services, LLC
Brian J. Tegnander
CRD 2820240 · Goshen, NY
At a glance
Brian J. Tegnander is an investment adviser representative with Wealth Enhancement Advisory Services, LLC in Goshen, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Brian’s SEC record dates to 2021, about 5 years ago.
Current advisory firm
- Wealth Enhancement Advisory Services, LLCSince July 2021Goshen, NY · $122B in regulatory assets
SEC adviser record
- Registered since
- 2021 (5 years)
- Designations
- None on file
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Brian’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.