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Nathan Robert Ward

W & S MANAGEMENT SERVICES, INC.·ROCHESTER, New York
Unclaimed Profile
470 LONG POND ROAD SUITE 200, ROCHESTER, NY 14612CRD# 4888925Firm CRD# 127852
01

About

Nathan Robert Ward is a registered financial advisor based in ROCHESTER, New York, affiliated with W & S MANAGEMENT SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
W & S MANAGEMENT SERVICES, INC.
W & S MANAGEMENT SERVICES, INC.
AUM
$113M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at W & S MANAGEMENT SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4888925
Firm CRD# 127852
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nathan Robert Ward offer?
Nathan Robert Ward specializes in Financial Planning, Investment Management. Contact their office in ROCHESTER, New York for a consultation.
What are Nathan Robert Ward's credentials?
Nathan Robert Ward is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nathan Robert Ward located?
Nathan Robert Ward is based in ROCHESTER, New York, working with W & S MANAGEMENT SERVICES, INC.. Their office serves clients in the ROCHESTER metropolitan area and surrounding communities.
How does Nathan Robert Ward charge for services?
Nathan Robert Ward's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is W & S MANAGEMENT SERVICES, INC.?
W & S MANAGEMENT SERVICES, INC. has approximately 4 employees and manages $113M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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