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Vice President · W&s Advisory Services, LLC

Scott Joseph Wittman

CRD 7679752 · Named on Form ADV at 4 SEC-registered advisers

At a glance

W&s Advisory Services, LLC, an SEC-registered wealth manager based in Cincinnati, OH with $5 million in regulatory assets, lists Scott Joseph Wittman on its Form ADV as Vice President, a control person. The SEC filings also name Scott at 3 other registered advisers.

Firms and roles

AtlasMembers

Scott’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
4 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (43)

38 more people named with Scott on the same filings, with titles and firms. Free in Atlas with a free account.

See all 43 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Scott’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.