W & S Management Services, Inc.

W & S Management Services, Inc. (CRD# 127852) is a financial advisory firm headquartered in Rochester, NY. They manage $56,000,000 in 222 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    56
    MILLION
  • Total Number of Accounts
    222
    ACCOUNTS
  • Average Account Value
    $252,252
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NY, TX, VA

Financial Advisors at W & S Management Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Brian D. Ward
CRD#: 4704954
470 Long Pond Road Suite 210, Rochester, NY 14612
93
Wealthminder
score

Brian Ward (CRD# 4704954) is an Investment Advisor Representative working at W & S Management Services, Inc. in Rochester, NY and has over 12 years of experience in the finance industry.

2
Nathan R. Ward
CRD#: 4888925
Richmond, VA
89
Wealthminder
score

Nathan Ward (CRD# 4888925) is an Investment Advisor Representative working at W & S Management Services, Inc. in Richmond, VA and has over 2 years of experience in the finance industry.

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