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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst25 years in industry

Brendan William Tully

Advisor at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

NEW YORK, NY | PLYMOUTH, MN

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Search this name across graphsid dfx:ria:2ac081b6-51a2-7c1b-13f2-b71ab43cdb86

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Nov 20, 2002 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 13, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S63|S65
First exam: Jul 13, 2001
First registration: Nov 20, 2002
Dual registered: no
Other names: BRENDAN WILLIAM TULLY|Brendan Tully
IAPD individual key: 4365969

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Bd affiliated wealth	Dec 1, 2025	n/a	yes	PLYMOUTH, MN\|NEW YORK, NY	Current employment
STRATEGIC WEALTH MANAGEMENT GROUP	Independent wealth	Apr 21, 2022	Jan 7, 2025	no	NEW YORK, NY	Previous registration
TOUCHSTONE ADVISORS INC	Asset manager	Sep 26, 2018	May 12, 2022	no	New York, NY\|CINCINNATI, OH	Previous registration
HARTFORD FUNDS	Asset manager	Jan 27, 2015	Jan 4, 2018	no	NEW YORK, NY\|WAYNE, PA	Previous registration
HARTFORD FUNDS	Asset manager	Dec 9, 2014	Dec 31, 2014	no	NEW YORK, NY\|WAYNE, PA	Previous registration
CLEARBRIDGE INVESTMENTS, LLC	Mixed wealth	Dec 19, 2005	Jun 2, 2010	no	NEW YORK, NY	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Mar 14, 2005	Dec 16, 2005	no	STAMFORD, CT	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Nov 20, 2002	Nov 30, 2004	no	STAMFORD, CT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
STRATEGIC WEALTH MANAGEMENT GROUP	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Jan 7, 2025	Dec 1, 2025	328	Firm change	RIA to ibd
TOUCHSTONE ADVISORS INC	STRATEGIC WEALTH MANAGEMENT GROUP	May 12, 2022	Apr 21, 2022	-21	Firm change	Other
HARTFORD FUNDS	TOUCHSTONE ADVISORS INC	Jan 4, 2018	Sep 26, 2018	265	Firm change	Other
CLEARBRIDGE INVESTMENTS, LLC	HARTFORD FUNDS	Jun 2, 2010	Dec 9, 2014	1,651	Firm change after gap	Other
CITIGROUP GLOBAL MARKETS INC.	CLEARBRIDGE INVESTMENTS, LLC	Dec 16, 2005	Dec 19, 2005	3	Bulk transfer	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CITIGROUP GLOBAL MARKETS INC.	Nov 30, 2004	Mar 14, 2005	104	Firm change	Other

Relationships

Registered with (7)

→ WEALTH ENHANCEMENT ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Dec 1, 2025 to presentfactForm ADV
→ STRATEGIC WEALTH MANAGEMENT GROUPRegistered adviserregistration: previous registration
Apr 21, 2022 to Jan 7, 2025factForm ADV
→ TOUCHSTONE ADVISORS INCRegistered adviserregistration: previous registration
Sep 26, 2018 to May 12, 2022factForm ADV
→ HARTFORD FUNDSRegistered adviserregistration: previous registration
Jan 27, 2015 to Jan 4, 2018factForm ADV
→ CLEARBRIDGE INVESTMENTS, LLCRegistered adviserregistration: previous registration
Dec 19, 2005 to Jun 2, 2010factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Mar 14, 2005 to Dec 16, 2005factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Nov 20, 2002 to Nov 30, 2004factForm ADV

Dated events

Occurred
Jan 7, 2025
Advisor changed firm
Brendan William Tully left Strategic Wealth Management Group for Wealth Enhancement Advisory Services, Llc (registered 2025-12-01)
Form ADVobserved 6 days ago
Occurred
May 12, 2022
Advisor changed firm
Brendan William Tully left Touchstone Advisors Inc for Strategic Wealth Management Group (registered 2022-04-21)
Form ADVobserved 6 days ago