# WALL STREET FINANCIAL GROUP, INC.

WALL STREET FINANCIAL GROUP, INC. of VICTOR, NY is an SEC-registered investment adviser.

## Registration

- CRD: 35830
- Type: SEC-registered investment adviser
- SEC file number: 801-58292
- Location: 580 FISHERS STATION DRIVE, VICTOR, NY, 14564
- Phone: 585-433-9124
- Latest filing: 2016-11-28
- Regulatory AUM: $448.3M
- Discretionary AUM: $405.0M
- Non-discretionary AUM: $43.3M
- Clients: 52
- Accounts: 2,408

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Richard A Robert | PRESIDENT; VICE PRESIDENT, REPRESENTATIVE DEVELOPMENT | Houston, TX |
| ANDERSON MARK ROBERT | VICE PRESIDENT | — |
| EVERTS TODD GILMER | CHAIRMAN OF THE BOARD | — |
| BEWLEY MICHAEL DAVID | CHIEF OPERATING OFFICER; VICE CHAIRMAN/CEO | — |
| BACHFINK VICTORIA IRENE | ASSISTANT VICE PRESIDENT; CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER (+6 more) | — |
| WERSHING FRANCIS STEPHEN JR | CHIEF OPERATING OFFICER | — |
| KAY NANCY BETH | CHIEF COMPLIANCE OFFICER | — |
| GREER ROBERT SCOTT | PRESIDENT CEO | — |
| HARRIS DEAN BRADLEY | VP OF COMPLIANCE | — |
| MERRICK CAMILLA B | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/35830/brochure
- Similar advisers: https://search.stillhousedata.com/firm/35830/similar
- Related entities: https://search.stillhousedata.com/firm/35830/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/35830

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.