Michael
Ricciardi
W&S Brokerage Services, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Michael Ricciardi is a financial advisor based in Wayne, Pennsylvania. Ricciardi currently works for W&S Brokerage Services, Inc. During their career, the advisor has held roles at W&S Brokerage, Western Southern Life, Mas Mexicali Cantina, Champs Sports Bar And Grill, Penn State Dining Commons and Mattawang Golf Club. Ricciardi holds Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Pennsylvania. W&S Brokerage Services, Inc is a firm operating out of Cincinnati, OH. It has offices in 50 locations and a total of 71 advisors. It manages $54 million in assets under management across its 233 client accounts, placing it among the smaller financial advisory firms in the nation by assets under management. The firm offers a few services, including portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically are based on which services are offered. However, fees billed by W&S Brokerage Services, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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
$53,837,000
71
233
$231,060
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Michael Ricciardi Work History
Michael has been registered as a financial advisor for 0 years.*
W&S Brokerage
Western Southern Life
Mas Mexicali Cantina
Champs Sports Bar And Grill
Penn State Dining Commons
Mattawang Golf Club
*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 Michael Ricciardi 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
Troy, MI
Wayne, PA
Cary, NC
Wayne, PA
Ft Mitchell, KY
Asheville, NC
Cary, NC
Cincinnati, 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.
