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Bryan Chalmer Dunn

W&S BROKERAGE SERVICES, INC.·CINCINNATI, Ohio
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400 BROADWAY, CINCINNATI, OH 45202CRD# 1090905Firm CRD# 8099
01

About

Bryan Chalmer Dunn is a registered financial advisor based in CINCINNATI, Ohio, affiliated with W&S BROKERAGE SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
W&S BROKERAGE SERVICES, INC.
W&S BROKERAGE SERVICES, INC.
AUM
$123M
Regulatory assets under management
Employees
85
Total firm employees
View all advisors at W&S BROKERAGE SERVICES, INC. →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1090905
Firm CRD# 8099
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Bryan Chalmer Dunn offer?
Bryan Chalmer Dunn specializes in Investment Management, Fee-Only Advisory. Contact their office in CINCINNATI, Ohio for a consultation.
What are Bryan Chalmer Dunn's credentials?
Bryan Chalmer Dunn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bryan Chalmer Dunn located?
Bryan Chalmer Dunn is based in CINCINNATI, Ohio, working with W&S BROKERAGE SERVICES, INC.. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.
How does Bryan Chalmer Dunn charge for services?
Bryan Chalmer Dunn's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is W&S BROKERAGE SERVICES, INC.?
W&S BROKERAGE SERVICES, INC. has approximately 85 employees and manages $123M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)
City Guides
CLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
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