W & S MANAGEMENT SERVICES, INC. of ROCHESTER, NY is an SEC-registered investment adviser (CRD 127852). Regulatory assets under management: $166.0M.
Compensation: % of AUM, Hourly, Fixed, Performance.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Brian Douglas Ward | PRESIDENT | — |
| Nathan Robert Ward | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| WARD JAMES DOUGLAS | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| SCHMERBECK WILLIAM GERARD | VICE PRESIDENT | — |
| WARD NATHAN ROBERT | VICE PRESIDENT; VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | — |