MC
CFP · ChFC
MC
CFP · ChFC

Michael Clatterbuck

25 Years of Experience
Philadelphia, PA
1 DisclosureBrokerSells Insurance

Michael Clatterbuck is a CFP, ChFC-designated registered investment advisor, based in Philadelphia, PA, with 25 years of industry experience.

Location

1818 Market St, Suite 3232, Philadelphia, PA, 19103

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2006
Settled
Other Business ActivitiesSells Insurance

Michael is involved in several business activities. He is part of LWMG Holdings, LLC, a business entity for tax/investment purposes, dedicating about half of his time. He also provides investment advisory services through Wealth Enhancement Advisory Services, spending nearly full-time hours on this activity, and engages in non-variable insurance activities through Wealth Enhancement Group for a few hours per week.

Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLC
October 2024 - Present · 1 yr 7 mos
Wealth Enhancement Brokerage Services, LLCBroker
October 2024 - Present · 1 yr 7 mos
Wealth Enhancement Advisory Services, LLC
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Levy Wealth Management Group
January 2020 - December 2024 · 4 yrs 11 mos
LPL Financial LLC
October 2014 - February 2025 · 10 yrs 4 mos
LPL Financial LLCBroker
May 2004 - June 2025 · 21 yrs 1 mo
Ws Griffith Securities, INC.Broker
April 2003 - June 2004 · 1 yr 2 mos
Vanguard Marketing CorporationBroker
March 2000 - February 2003 · 2 yrs 11 mos
State Registrations20 states
ALAZCACODEFLLAMAMDMEMINCNJNMNYPASCTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.