Best Investors
Account
Sign in
Best Investors
Account
Sign in
W&S Advisory Services, LLC CRD 334683
$5.29M regulatory AUM 6,689 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
303 Broadway Suite 1100, Cincinnati, OH 45202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-12-26 |
Branch Locations
303 Broadway Suite 1100, Cincinnati, OH 45202 • United States
400 Broadway, Cincinnati, OH 45202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-10-23 |
Branch Locations
303 Broadway 16Th Floor, Cincinnati, OH 45202 • United States
303 Broadway Suite 1100, Cincinnati, OH 45202-4203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2013-09-11 |
Branch Locations
303 Broadway Suite 1100, Cincinnati, OH 45202-4203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ifs Financial Services Inc | Cincinnati | OH | 08/2013 | Present |
| Touchstone Securities Inc | Cincinnati | OH | 08/2013 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-11-01 |
| S65 | Uniform Investment Adviser Law Examination | 1997-08-06 |
Reach out to this advisor