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Seif Boulos

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CRD#: 7396798
SB
Seif Boulos

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Seif Boulos, who also goes by Seif Ashraf Moheb Boulos, was a registered financial professional .

Seif is a previously registered financial professional and started their career in finance in 2022. Seif had worked at 5 firms and has passed the Series 66, Series 52TO, Series 7TO, SIE, Series 4, Series 53 and Series 24 exams.

Aliases

Seif Ashraf Moheb Boulos

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
WEALTH ENHANCEMENT ADVISORY SERVICES - MIAMI, FL - REGISTERED ADMIN ADVISORY SOLUTIONS GROUP - MIAMI, FL - REGISTERED ADMIN

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

March 30, 2026 - July 2, 2026

ADVISORY SOLUTIONS GROUP

RIA
CRD#: 339919
MIAMI, FL
Past

April 2, 2025 - July 2, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

RIA
CRD#: 116407
MIAMI, FL
Past

March 28, 2025 - July 2, 2026

WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC

BD
CRD#: 130139
MIAMI BEACH, FL
Past

March 24, 2025 - June 30, 2025

LPL FINANCIAL LLC

BD
CRD#: 6413
MIAMI, FL
Past

September 16, 2022 - March 11, 2025

U.S. BANCORP INVESTMENTS, INC.

RIA
CRD#: 17868
Miami, FL
Past

August 12, 2022 - March 11, 2025

U.S. BANCORP INVESTMENTS, INC.

BD
CRD#: 17868
Miami, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AS
ADVISORY SOLUTIONS GROUP
ADVISORY SOLUTIONS GROUP | WEALTH EVOLUTION GROUP | WEALTH & INCOME SOLUTIONS | TRUE NORTH WEALTH ADVISORS | THAYER & CO TOTAL WEALTH MANAGEMENT | SELTUN FINANCIAL GROUP | SC FINANCIAL | RENEE REKSC & ASSOCIATES | OAK & VINE WEALTH MANAGEMENT | NSR RETIREMENT & FINANCIAL SERVICES | MILESTONE PRIVATE WEALTH MANAGEMENT | MERIDIAN WEALTH ALLIANCE | MATT FEVOLA WEALTH MANAGEMENT | FOUR POINTS WEALTH MANAGEMENT | FOCUSPOINT SOLUTIONS | CULTIVANT | ADVISORY SOLUTIONS GROUP, LLC

CRD#: 339919 / SEC#: 801-135130

RIA
Registered Investment Advisory firm - (1/8/2026 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

What does exam status mean?
State Security Law Exam
PR
PR
Series 66
Status Unavailable
Passed: 9/16/2022
Uniform Combined State Law Examination
General Industry/Product Exam
PR
Series 52TO
Status Unavailable
Passed: 12/14/2022
Municipal Securities Representative Examination
General Industry/Product Exam
PR
Series 7TO
Status Unavailable
Passed: 8/12/2022
General Securities Representative Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 4/23/2022
Securities Industry Essentials Examination
Principal/Supervisory Exam
PR
Series 4
Status Unavailable
Passed: 7/27/2023
Registered Options Principal Examination
Principal/Supervisory Exam
PR
Series 53
Status Unavailable
Passed: 2/8/2023
Municipal Securities Principal Examination
Principal/Supervisory Exam
PR
Series 24
Status Unavailable
Passed: 11/9/2022
General Securities Principal Examination

Current Firm

AS
ADVISORY SOLUTIONS GROUP
ADVISORY SOLUTIONS GROUP | WEALTH EVOLUTION GROUP | WEALTH & INCOME SOLUTIONS | TRUE NORTH WEALTH ADVISORS | THAYER & CO TOTAL WEALTH MANAGEMENT | SELTUN FINANCIAL GROUP | SC FINANCIAL | RENEE REKSC & ASSOCIATES | OAK & VINE WEALTH MANAGEMENT | NSR RETIREMENT & FINANCIAL SERVICES | MILESTONE PRIVATE WEALTH MANAGEMENT | MERIDIAN WEALTH ALLIANCE | MATT FEVOLA WEALTH MANAGEMENT | FOUR POINTS WEALTH MANAGEMENT | FOCUSPOINT SOLUTIONS | CULTIVANT | ADVISORY SOLUTIONS GROUP, LLC

CRD#: 339919 / SEC#: 801-135130

RIA
Registered Investment Advisory firm - (1/8/2026 Approved)
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Contact information

Main Address
505 N Highway 169 Suite 900, Plymouth, MN 55441
Mailing Address
Phone number
(763) 417-1700
Established
Firm type
Fiscal year end
# of Employees
50

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADVISORY SOLUTIONS GROUP - PALOUSE (8/21/2026)
ADVISORY SOLUTIONS GROUP LLC ADV 2A (8/21/2026)

Regulatory assets under management

Total Number of Accounts2,062
AUM (Assets Under Management)$ 408,369,935

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ADVISORY SOLUTIONS GROUP

CRD#: 339919

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