William Gerard Schmerbeck

Employer firm

Wgs Management Services, Inc CRD 270003

$41.6M regulatory AUM 74 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S65 Uniform Investment Adviser Law Examination
  2004-06-30