Salvatore
Paternico
W & S Management Services, Inc
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About this Advisor
Salvatore Paternico is a certified financial planner and chartered financial consultant operating in Rochester, New York, with 2 years of industry experience. Paternico is an advisor for W & S Management Services, Inc. Paternico has gained experience at Wegmans, Deerfield Country Club, Suny Brockport, Fidelity Investments, Lpl Financial LLC, Esl Investment Services LLC, Esl Federal Credit Union and W&S Management Services, Inc. Paternico holds a Series 63 license, qualifying them as a securities representative, and is able to work in New York. W & S Management Services, Inc is an advisory company that has its headquarters in Rochester, NY. The firm has just four people on staff. It has $101 million in total assets across its 368 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 368 client accounts, just 7% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. W & S Management Services, Inc offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors depend on which services are provided. Fee types charged by W & S Management Services, Inc most likely are comprised of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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W & S Management Services, Inc Brokerage Details
$101,300,000
4
368
$275,272
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Salvatore Paternico Work History
Salvatore has been registered as a financial advisor for 2 years.*
W&S Management Services, Inc
Lpl Financial LLC
Esl Investment Services LLC
Esl Federal Credit Union
Fidelity Investments
Deerfield Country Club
Suny Brockport
Wegmans
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Salvatore Paternico to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at W & S Management Services, Inc
Rochester, NY
Richmond, VA
Rochester, NY
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