W&s Brokerage Services, Inc.

W&s Brokerage Services, Inc. (CRD# 8099) is a financial advisory firm headquartered in Cincinnati, OH. They manage $122,864,622 in 451 accounts and serve the financial needs of clients across 29 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    123
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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, WI, WV

Financial Advisors at W&s Brokerage Services, Inc.
Showing 61 - 70 of 72 top financial advisors.
61
Henry J. Rossi
CRD#: 6229310
3860 Race Rd, Suite 105, Cincinnati, OH 45211

Henry Rossi (CRD# 6229310) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Cincinnati, OH and has over 4 years of experience in the finance industry.

62
Clay Runnels
CRD#: 4540424
3903 Northdale Blvd, Suite 290-e, Tampa, FL 33624

Clay Runnels (CRD# 4540424) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Tampa, FL and has over 21 years of experience in the finance industry.

63
Tamara R. Simendinger
CRD#: 7369094
3860 Race Rd, Suite 105, Cincinnati, OH 45211

Tamara Simendinger (CRD# 7369094) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Cincinnati, OH and has over 2 years of experience in the finance industry.

64
Aaron N. Steffan
CRD#: 4523490
576 Industrial Parkway, Suite A, Heath, OH 43056

Aaron Steffan (CRD# 4523490) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Heath, OH and has over 7 years of experience in the finance industry.

65
Patrick G. Tang
CRD#: 7326178
115 Central Island Street, Suite 190, Charleston, SC 29492

Patrick Tang (CRD# 7326178) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Charleston, SC and has over 3 years of experience in the finance industry.

66
Cindy S. Tsai
CRD#: 2971652
400 Broadway, 4th Floor, Cincinnati, OH 45202

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.

67
Shaun Uhrin
CRD#: 7792773
115 Central Island Street, Suite 190, Charleston, SC 29492

Shaun Uhrin (CRD# 7792773) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Charleston, SC and has 1 year of experience in the finance industry.

68
Phillip T. West
CRD#: 7100395
1200 Ridgefield Blvd, Ste 140, Asheville, NC 28806

Phillip West (CRD# 7100395) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Asheville, NC and has over 4 years of experience in the finance industry.

69
Jacob Q. White
CRD#: 7637789
115 Central Island Street, Suite 190, Charleston, SC 29492

Jacob White (CRD# 7637789) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Charleston, SC and has 1 year of experience in the finance industry.

70
Brian C. Witherby
CRD#: 6157061
3860 Race Rd, Suite 105, Cincinnati, OH 45211

Brian Witherby (CRD# 6157061) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Cincinnati, OH and has over 9 years of experience in the finance industry.

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