Financial ADVSR advisor directory · SEC adviser records
W&S Advisory Services, LLC financial advisors
Every SEC-registered investment adviser representative at W&S Advisory Services, LLC, by the state and city of the office they work from.
10 registered advisors work at W&S Advisory Services, LLC, in 3 states and 7 cities; the most are in Willoughby, OH (3). 1 list the CFP designation and 10 are also registered broker representatives.
Search every W&S Advisory Services, LLC advisor by name →Who joined and left W&S Advisory Services, LLC →W&S Advisory Services, LLC: assets, clients and custodians →
Cities with the most W&S Advisory Services, LLC advisors
Willoughby, OH 3Cincinnati, OH 2Heath, OH 1Independence, OH 1Lafayette, LA 1Mishawaka, IN 1New Albany, OH 1
W&S Advisory Services, LLC advisors by state
Questions
How many financial advisors does W&S Advisory Services, LLC have?
10 investment adviser representatives are registered with W&S Advisory Services, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 3 states and 7 cities. 1 list the CFP designation and 10 are also registered as broker representatives.
Where does W&S Advisory Services, LLC have the most advisors?
Willoughby, OH, with 3 registered advisors, then Cincinnati, OH (2). By state, Ohio has the most, with 8.
How do I find a W&S Advisory Services, LLC financial advisor near me?
Pick your state below, then your city, to see every W&S Advisory Services, LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at W&S Advisory Services, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →