Stephen Valelly
Investment Adviser Representative at Wealth Enhancement Advisory Services, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Stephen Valelly is an investment adviser representative with Wealth Enhancement Advisory Services, LLC in Dallas, TX, where they have been registered since 2025. They have worked in the securities industry since 1999 and have been registered with 5 firms, including XO Wealth Management and Raymond James & Associates, Inc. They have passed 9 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Raymond James & Associates, Inc.May 2013 – Aug 2018Dallas, TX
- Fuller Wealth Management, LLCAug 2018 – Jan 2025Dallas, TX
- Wealth Enhancement GroupFeb 2025 – no end date reportedDallas, TX
- Wealth Enhancement Advisory ServicesFeb 2025 – no end date reportedDallas, TX
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
- $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.
Client types the firm serves
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 profileOther advisors at Wealth Enhancement Advisory Services, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Stephen Valelly 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.
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