Cindy Tsai, financial advisor Cincinnati OH

Cindy Tsai

CRD Number: 2971652
Current Firm: W&s Brokerage Services, Inc.

Cindy Tsai (CRD# 2971652) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Cincinnati, OH and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
W&s Brokerage Services Cincinnati, OH Sep 2017 - Current 6
Western Southern Life Cincinnati, OH Jan 2017 - Current 7
Investment Envisioned Inc. Naperville, IL Jul 2014 - Dec 2016 2

Cindy Tsai has no recent exams reported.
Contact Info for Cindy S. Tsai
Phone Number: 800-257-2135
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    123
    MILLIONS
  • Total Number of Accounts
    451
    ACCOUNTS
  • Average Account Value
    $272,427
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, DC, DE, FL, GA, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, NC, NM, NV, OH, PA, SC, TN, TX, VA, WA, WI, WV

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