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W&S BROKERAGE SERVICES, INC.
W&S BROKERAGE SERVICES, INC.
CINCINNATI, Ohio
·
9 registered advisors
·
CRD# 8099
SEC# 801-113946
57
800-257-2135
01
Firm Overview
AUM
$123M
Regulatory assets under management
Employees
85
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at W&S BROKERAGE SERVICES, INC.
9 registered advisors
Bryan Chalmer Dunn
CINCINNATI, Ohio
CRD# 1090905
Douglas Edward Mourne
CINCINNATI, Ohio
CRD# 2999021
Gregory Michael Luebbe
CINCINNATI, Ohio
CRD# 2924719
James Joseph Deluca
CINCINNATI, Ohio
CRD# 5420948
Matthew William Loveless
CINCINNATI, Ohio
CRD# 5657647
Michael Marchese
CINCINNATI, Ohio
CRD# 7255692
Shawn Michael Scott
CINCINNATI, Ohio
CRD# 4673623
Steven Owen Reeves
CINCINNATI, Ohio
CRD# 1641362
Troy Dale Brodie
CINCINNATI, Ohio
CRD# 1924559
05
Office Locations
CINCINNATI, Ohio
9 advisors
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Data sourced from SEC Form ADV filings. W&S BROKERAGE SERVICES, INC. (CRD# 8099) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.