MH
CFP
MH
CFP

Michael Haley

23 Years of Experience
Pittsburgh, PA
1 DisclosureBroker

Michael Haley is a CFP-designated registered investment advisor, based in Pittsburgh, PA, with 23 years of industry experience.

Location

11 Stanwix St, Suite 2310, Pittsburgh, PA, 15222

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History

Regulatory History (1)
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Customer Dispute
October 2007
Settled
Other Business Activities

Michael operates under the DBA Wealth Enhancement Group for his LPL business. He also provides investment advisory services through Wealth Enhancement Advisory Services LLC, an independent investment advisor firm, dedicating nearly full-time hours to this activity.

Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
March 2020 - Present · 6 yrs 2 mos
Wealth Enhancement Brokerage Services, LLCBroker
March 2020 - Present · 6 yrs 2 mos
Previous Registrations
LPL Financial LLCBroker
March 2020 - June 2025 · 5 yrs 3 mos
Bpu Investment Management, INC.
September 2011 - March 2020 · 8 yrs 6 mos
Bpu Investment Management INC.Broker
September 2011 - March 2020 · 8 yrs 6 mos
Nationwide Securities, LLC
April 2010 - September 2011 · 1 yr 5 mos
Nationwide Securities, LLCBroker
August 2008 - September 2011 · 3 yrs 1 mo
1717 Capital Management CompanyBroker
May 2004 - August 2008 · 4 yrs 3 mos
Waddell & Reed, INC.Broker
December 2002 - May 2004 · 1 yr 5 mos
State Registrations24 states
AZCACOCTDEFLINKYLAMIMNMTNCNENJNYOHPASCTXVAVTWAWV
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.
Michael Haley - Financial Advisor | TrueAdvisor