UBS Financial Services
46yrs
Top advisor by experience in Rochester
11yrs
Eric Schmidt
Financial advisor at Wealth Enhancement Advisory Services
Eric Schmidt is a fiduciary financial advisor in Rochester, New York, with 11 years in the industry. After a year at Wealth Management Group and eight years at American Portfolios Advisors, Eric joined Wealth Enhancement Advisory Services in 2023, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 988 advisors with offices in Rochester, and one of 828 fiduciaries.
At a glance
Experience11 years (since 2016)
How that compares ?11 years in the industry
Office2000 Winton Rd S Building 4a, Suite 206, Rochester, NY 14618
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$1.38 million
Advisors at the firm1,020
States licensed ?1 state
Services through Wealth Enhancement Advisory Services
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowWealth Enhancement Advisory Services, LLCCurrent firm
- Sep 2022 – Dec 2023Wealth Management GroupPreviously
- 2016 – 2023American Portfolios Advisors, Inc.Previously
Questions to ask Eric
Tailored to Eric’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Eric
How do I contact Eric?
Call Wealth Enhancement Advisory Services at 763-417-1700 and ask for Eric Schmidt. Eric works from the Rochester, NY office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2016, about 11 years. 11 years in the industry.
What licenses does Eric hold?
Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Wealth Enhancement Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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