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Steven Anthony Criscuolo

Investment Adviser Representative at Wealth Enhancement Advisory Services, LLC

Westfield, NJCRD #6127300Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
14 yrs
Exams Passed
3

Professional summary

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

Steven Anthony Criscuolo is an investment adviser representative with Wealth Enhancement Advisory Services, LLC in Westfield, NJ, where they have been registered since 2023. They have worked in the securities industry since 2012 and were previously registered with Raymond James Financial Services Advisors, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in New Jersey.

Office

101 Wood Ave S, 6th Floor
Iselin, NJ 08830

Advisors at this office: 5

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
New Jersey
Broker:
25 states and territories

Arizona, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Illinois, Kentucky, Maine, Maryland, Massachusetts, Missouri, Nebraska, New Jersey, New York, North Carolina, North Dakota, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Virginia, Washington

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

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 12/1/2012
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 11/14/2012

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Wealth Enhancement Brokerage Services, LLCCurrent
2/28/2023 – Westfield, NJ
Wealth Enhancement Advisory Services, LLCCurrent
1/3/2023 – Iselin, NJ
Raymond James Financial Services Advisors, Inc
1/9/2013 – 12/31/2022Iselin, NJ

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. Raymond James Financial Services
    Oct 2012 – Dec 2022Iselin, NJ
  2. Raymond James Financial Services Advisors Inc.
    Jan 2013 – Dec 2022Iselin, NJ
  3. N/a
    Dec 2012 – Dec 2019Westfield, NJ
  4. Burke Financial Strategies
    Dec 2012 – Dec 2022Iselin, NJ
  5. BFS Wealth Management
    Dec 2021 – Dec 2022Iselin, NJ
  6. LPL Financial LLC
    Jan 2023 – Jun 2025Iselin, NJ
  7. Wealth Enhancement Group
    Jan 2023 – no end date reportedIselin, NJ
  8. Wealth Enhancement Advisory Services
    Jan 2023 – no end date reportedIselin, NJ
  9. Wealth Enhancement Brokerage Services
    Jan 2023 – no end date reportedIselin, NJ

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. Steven Anthony Criscuolo 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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Steven Anthony Criscuolo - Fees, Credentials & Background