Wgs Management Services, Inc.

Wgs Management Services, Inc. (CRD# 270003) is a financial advisory firm headquartered in Rochester, NY. They manage $28,000,000 in 167 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
470 Long Pond Rd, Suite 210, Rochester, NY 14612
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    167
    ACCOUNTS
  • Average Account Value
    $167,665
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Wgs Management Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
William Schmerbeck, financial advisor Rochester NY
William G. Schmerbeck
CRD#: 4704959
470 Long Pond Rd, Suite 210, Rochester, NY 14612

William Schmerbeck (CRD# 4704959) is an Investment Advisor Representative working at Wgs Management Services, Inc. in Rochester, NY and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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