Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

W&S Brokerage Services, Inc. financial advisors in Tampa, FL

Every SEC-registered investment adviser representative at a W&S Brokerage Services, Inc. office in Tampa, A to Z.

The short answer

3 registered advisors work at W&S Brokerage Services, Inc. in Tampa, out of 98 at the firm nationwide; it ranks number 103 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

W&S Brokerage Services, Inc. advisors in Tampa, A to Z

Every W&S Brokerage Services, Inc. advisor →

W&S Brokerage Services, Inc. advisors in every city and state →W&S Brokerage Services, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

W&S Brokerage Services, Inc. advisors in other cities

Cincinnati, OH 14Findlay, OH 6Willoughby, OH 5Daniel Island, SC 4Indianapolis, IN 4Troy, MI 4Cerritos, CA 3Fort Wright, KY 3Independence, OH 3Lafayette, LA 3Las Vegas, NV 3Loveland, OH 3Westlake, TX 3Cary, NC 2Columbus, OH 2

Other firms in Tampa

All Tampa advisors →

Fisher Investments 374Morgan Stanley 297J. W. Cole Advisors, Inc. 228Concurrent Investment Advisors, LLC 125Merrill Lynch, Pierce, Fenner & Smith Incorporated 107LPL Financial LLC 89Independent Financial Partners 82Florida Financial Advisors, LLC 78J.P. Morgan Securities LLC 70Ameriprise Financial Services, LLC 63Wells Fargo Clearing Services, LLC 60Calton & Associates, Inc. 56

Questions

How many financial advisors does W&S Brokerage Services, Inc. have in Tampa?

3 investment adviser representatives are registered at W&S Brokerage Services, Inc. offices in Tampa, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 98 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Is W&S Brokerage Services, Inc. one of the largest advisor employers in Tampa?

W&S Brokerage Services, Inc. ranks number 103 in Tampa by registered advisors; Fisher Investments has the most, with 374.

How do I check a W&S Brokerage Services, Inc. advisor in Tampa?

Each advisor below 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. Advisors are listed at the city of the W&S Brokerage Services, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.