Patrick Doherty is a CFP, ChFC-designated registered investment advisor, based in Danbury, CT, with 23 years of industry experience.
Location
44 Old Ridgebury Rd, Suite 150, Danbury, CT, 06810
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Patrick operates under the DBA Wealth Enhancement Group for his LPL business and provides investment advisory services through Wealth Enhancement Advisory Services LLC, dedicating full-time hours to the latter. He also engages in non-variable insurance activities and real estate rental through Doherty Farm, Inc, dedicating minimal time to the real estate.
Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Brokerage Services, LLCBroker
Previous Registrations
LPL Financial LLCBroker
Triad Advisors LLCBroker
Reby Advisors, LLC
Royal Alliance Associates, INC.Broker
Commerce Capital Markets, INC.
Commerce Capital Markets, INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations15 states
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