William Gerard Schmerbeck

Current Employers

Wgs Management Services, Inc

470 Long Pond Rd Suite 210, Rochester, NY 14612 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-02-12
NY	RA	APPROVED	2021-08-29

TX RA
APPROVED_RES

Since 2026-02-12
NY RA
APPROVED

Since 2021-08-29

Branch Locations

470 Long Pond Rd Suite 210, Rochester, NY 14612 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ward, Schmerbeck, & Billig, P.C.	Rochester	NY	12/1996	Present
Wgs Management Services, Inc.	Rochester	NY	08/2014	Present

12/1996 → Present

Ward, Schmerbeck, & Billig, P.C.

Rochester, NY
08/2014 → Present

Wgs Management Services, Inc.

Rochester, NY

Other Businesses

WGS Management Services, Inc Yes, investment related470 Long Pond Rd, Suite 210, Rochester, New York 14612 Investment Management Owner/Sole Shareholder August 2014 20 hours 20 hours Mange clients' individual funds and retirement funds on an active basis

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2004-06-30

S65 Uniform Investment Adviser Law Examination

2004-06-30

View on SEC IAPD

Current Employers

Wgs Management Services, Inc

Disclosures

Employment History

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Exams

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