W & S MANAGEMENT SERVICES, INC.

ROCHESTER, New York·3 registered advisors·CRD# 127852
SEC# 801-691651585-720-9971
01

Firm Overview

AUM
$113M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at W & S MANAGEMENT SERVICES, INC.

3 registered advisors
Brian Douglas Ward
ROCHESTER, New York
Nathan Robert Ward
ROCHESTER, New York
William Gerard Schmerbeck
ROCHESTER, New York
05

Office Locations

ROCHESTER, New York
3 advisors

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Data sourced from SEC Form ADV filings. W & S MANAGEMENT SERVICES, INC. (CRD# 127852) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.