Level Four Advisory Services
46yrs
Top advisor by experience at Level Four Advisory Services
11yrs
Christopher DeCarolis
Financial advisor at Wealth Enhancement Advisory Services
Christopher DeCarolis has worked in the financial industry for 11 years and is a fiduciary financial advisor based in Great Neck, New York. Christopher has been with Wealth Enhancement Advisory Services since 2022. Christopher holds the CFA designation.
One of 137 advisors with offices in Great Neck, and one of 119 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office60 Cuttermill Rd Suite 516, Great Neck, NY 11021
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.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowWealth Enhancement Advisory Services, LLCCurrent firm
Questions to ask Christopher
Tailored to Christopher’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 Christopher
How do I contact Christopher?
Call Christopher’s local office at (516) 439-5100 or the Wealth Enhancement Advisory Services main office at (763) 417-1700, and ask for Christopher DeCarolis.
How long has Christopher been a financial advisor?
Christopher has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Christopher hold?
Series 66. Tap any license on this page to see what it allows.
Is Christopher a fiduciary?
Christopher is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Christopher 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 Christopher 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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