W&S ADVISORY SERVICES, LLC of CINCINNATI, OH is an SEC-registered investment adviser (CRD 334683). Regulatory assets under management: $5.3M.
Compensation: Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Timothy Steven Stearns | VP, CHIEF COMPLIANCE OFFICER; VP, CHIEF COMPLIANCE OFFICER, CEO, COO | — |
| Sarah Sparks Herron | CORPORATE SECRETARY; CORPORATE SECRETARY, CFO, CLO | — |
| Troy Dale Brodie | DIRECTOR | — |
| John Henry Bultema | DIRECTOR | — |
| Jill Tripp Mcgruder | DIRECTOR | — |
| Jonathan David Niemeyer | DIRECTOR | — |
| David A Rosenbluth | DIRECTOR | — |
| Matthew William Loveless | PRESIDENT | — |
| Benjamin Edward Fotsch | VICE PRESIDENT | — |
| Jay Vincent Johnson | VICE PRESIDENT AND TREASURER | — |
| Steven Paul Surgnier | VICE PRESIDENT | — |
| Scott Joseph Wittman | VICE PRESIDENT | — |
| Spencer Aaron Bader | ASSISTANT TREASURER | — |
| Jason Todd Anderson | ASSISTANT TREASURER | — |
| Tyler S Renners | CORPORATE SECRETARY | — |
| City | State | Employees | Phone |
|---|---|---|---|
| INDEPENDENCE | OH | 1 | 216-986-0010 |
| FINDLAY | OH | 1 | 4194223345 |
| LAFAYETTE | LA | 1 | 337-234-0717 |
| WILMINGTON | NC | 1 | 800-995-3830 |
| HEATH | OH | 1 | (740) 522-3202 |
| MISHAWAKA | IN | 1 | 574-255-2193 |
| NEW ALBANY | OH | 1 | 614-305-4600 |