W&s Advisory Services, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

334683

SEC number

801-132082

Firm type

RIA

Assets under management

$5.3M as of May 7, 2026

Website

meetfabric.com/ugma-investment-account-for-kids ↗

Phone

513-361-7600

Address

303 Broadway, Cincinnati, OH, 45202

Advisors at this firm

10 in our index · page 1 of 1

• Hussain M AliCRD 4306804 · Lafayette, LA
  IA RegisteredBroker
• Gareth Cabili CaluducanCRD 6470221 · Willoughby, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• Patrick J DulzerCRD 5557964 · Willoughby, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• Kyle Thomas GleichCRD 5807765 · New Albany, OH
  IA RegisteredBroker
• James Craig HyndCRD 5279122 · Independence, OH
  IA RegisteredBroker
• Tyler Andrew McculloughCRD 7441772 · Mishawaka, IN
  IA RegisteredBroker
• Robert Andrew NeffCRD 6477277 · Findlay, OH
  IA RegisteredBroker
• James Ross SchleicherCRD 5192894 · Willoughby, OH
  IA RegisteredBroker
• Timothy Steven StearnsCRD 1327230 · Cincinnati, OH
  IA RegisteredBroker
• Aaron Nicholas SteffanCRD 4523490 · Heath, OH
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.