AdvisorOS Directory
Claim Profile
MM

Michael Marchese

W&S BROKERAGE SERVICES, INC.·CINCINNATI, Ohio
Unclaimed Profile
400 BROADWAY, CINCINNATI, OH 45202CRD# 7255692Firm CRD# 8099
01

About

Michael Marchese 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# 7255692
Firm CRD# 8099
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CINCINNATI?

Browse all registered financial advisors in CINCINNATI, Ohio or claim this profile if it's yours.

Browse CINCINNATI AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Michael Marchese offer?
Michael Marchese specializes in Investment Management, Fee-Only Advisory. Contact their office in CINCINNATI, Ohio for a consultation.
What are Michael Marchese's credentials?
Michael Marchese is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Marchese located?
Michael Marchese 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 Michael Marchese charge for services?
Michael Marchese'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CINCINNATI
Vivienne Karin Schleu — NATIONAL WEALTH MANAGEMENT GROUP, LLCMartin Wayne Friedman — SC GP III(B), LLCTodd Allen Gardner — SC GP III, LLCJill Tripp Mcgruder — TOUCHSTONE ADVISORS INCGary Edward Mathews — NATIONAL WEALTH MANAGEMENT GROUP, LLC
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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile