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Steven Kellas

WESBANCO BANK, INC.·WHEELING, West Virginia
Clean recordWESBANCO BANK, INC.
ONE BANK PLAZA, WHEELING, WV 26003-3565CRD# 7355062Firm CRD# 111907

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven Kellas · WHEELING, WV
Registration
CRD #7355062 · WESBANCO BANK, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Steven Kellas is a registered financial advisor based in WHEELING, West Virginia, affiliated with WESBANCO BANK, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
Introduction

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03

Firm Overview

Firm
WESBANCO BANK, INC.
WESBANCO INVESTMENT DEPARTMENT
AUM
$839M
Regulatory assets under management
Employees
15
Total firm employees
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7355062
Firm CRD# 111907
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steven Kellas offer?
Steven Kellas specializes in Investment Management, Fee-Only Advisory. Contact their office in WHEELING, West Virginia for a consultation.
What are Steven Kellas's credentials?
Steven Kellas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Kellas located?
Steven Kellas is based in WHEELING, West Virginia, working with WESBANCO BANK, INC.. Their office serves clients in the WHEELING metropolitan area and surrounding communities.
How does Steven Kellas charge for services?
Steven Kellas'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 WESBANCO BANK, INC.?
WESBANCO BANK, INC. has approximately 15 employees and manages $839M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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