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Deborah Dematteo

Investment Adviser Representative at Wealth Enhancement Advisory Services, LLC

Miromar Lakes, FLCRD #1376406Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
41 yrs
Exams Passed
7

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Deborah DeMatteo is an investment adviser representative with Wealth Enhancement Advisory Services, LLC in Miromar Lakes, FL, where they have been registered since 2020. They have worked in the securities industry since 1985 and have been registered with 3 firms, including 10-15 Associates, Inc. and 10-15 Associates. They have passed 7 industry qualification exams, including the Series 7 (general securities representative), Series 24 (general securities principal), and Series 63 (state securities agent). They are registered to provide investment advice in Connecticut, Florida, Louisiana, New York, and Texas.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Connecticut, Florida, Louisiana, New York, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 5/30/1985
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 2/21/1987
Series 22
Direct Participation Programs Representative Examination
Passed 12/30/1985
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 5/30/1985
Series 27
Financial and Operations Principal Examination
Passed 11/24/1987
Series 24
General Securities Principal Examination
Passed 8/13/1987

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Wealth Enhancement Advisory Services, LLCCurrent
11/3/2020 – Miromar Lakes, FL
10-15 Associates, Inc.
8/2/2011 – 12/8/2020Goshen, NY
10-15 Associates
1/2/2004 – 12/23/2008Goshen, NY

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Deborah Dematteo
    Jan 1994 – no end date reportedMiromar Lakes, FL
  2. 10-15 Associates, Inc.
    Jan 1997 – Dec 2020Goshen, NY
  3. Purshe Kaplan Sterling Investments
    Nov 2007 – Aug 2019Albany, NY
  4. Wealth Enhancement Group
    Nov 2020 – no end date reportedMiromar Lakes, FL
  5. Wealth Enhancement Advisory Services
    Nov 2020 – no end date reportedMiromar Lakes, FL

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Wealth Enhancement Advisory Services, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Other
Firm's annual rate schedule by assets
  • $999,999 or less1.50%
  • $1,000,000–$2,000,0001.25%
  • Over $2,000,0001.00%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Retirement income planning, investment management, risk management and insurance, tax strategies, estate planning, and financial planning. Also offers specialized solutions including employee retirement account management, trust services, tax preparation, business owner consulting, plan sponsor guidance, plan participant education, and employee benefits programs.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops
Firm areas of expertise
Wealth ManagementRetirement Income PlanningInvestment ManagementTax StrategiesEstate PlanningFinancial PlanningRisk ManagementInsuranceTrust ServicesTax PreparationBusiness Owner Consulting+1 more

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
976
Offices listed on AdvisorFinder:
26
Main office:
Plymouth, MN
SEC file number:
801-60749

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 20, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Deborah Dematteo has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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