Mary
Blair

W&S Brokerage Services, Inc

CRD#6723568
Investment Advisor
in Cincinnati, OH

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Mary Blair is a financial advisor working out of Cincinnati, Ohio with a total of 2 years of relevant experience. Blair is an employee of W&S Brokerage Services, Inc. Blair has gained experience at Western Southern Life, W&S Brokerage Services, Kroger and Lexington Catholic/Eku. Blair has a Series 63 license, designating them as a securities representative, and can advise clients in Ohio. W&S Brokerage Services, Inc is a registered investment company operating out of Cincinnati, OH. The firm has offices in 50 locations and a total of 71 advisors. It oversees $54 million in assets under management across its 233 accounts, placing it among the smaller firms in the country by assets under management. The firm provides a set of services, including portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules vary depending on which service is provided. However, fees billed by W&S Brokerage Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

303 Broadway 16Th Floor
Cincinnati, OH 45202

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

W&S Brokerage Services, Inc Brokerage Details

Total Assets Under Management

$53,837,000

OH Average: $2,106,341,625
Total Number of Employees

71

OH Average: 34
Total Number of Accounts

233

OH Average: 1,972
Average Account Size

$231,060

OH Average: $1,068,125

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Mary Blair Work History

Mary has been registered as a financial advisor for 2 years.*

2016 - Present (8 years)

Western Southern Life

2016 - Present (8 years)

W&S Brokerage Services

2015 - 2016 (1 year)

Western Southern Life

2011 - 2015 (4 years)

Kroger

2006 - 2015 (9 years)

Lexington Catholic/Eku

*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 Mary Blair 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 Brokerage Services, Inc

Salvatore Lauri
Wayne, PA
Michael Ricciardi
Wayne, PA
Shawn Scott
Cincinnati, OH
Henry Rossi
Ft Mitchell, KY
Shawn Williams
Cary, NC
Phillip West
Asheville, NC
Dianna Jeffries
Cary, NC
Robert Neff
Findlay, OH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started