Wesbanco Securities, Inc.

Broker-DealerFINRA MemberEst. 2020

Total AUM

$286M

Discretionary

$182M

64% of AUM

Accounts

1,627

Employees

110

Advisory reps

98

Brokerage reps

92

Firm details

Headquarters: Saint Clairsville, Ohio
CRD number: 43276
Registered since: December 8, 2020
Website: www.wesbanco.com
Custodians: PERSHING LLC, SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM
Client types: Individuals65.1%
HNWI34.9%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Wesbanco Securities, Inc. operates as an insurance broker-dealer that also provides advisory services to individuals and families. The firm charges fees based on a percentage of assets under management and offers financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. It is identified as a capital allocator and reports being an active ESG investor. Its business footprint includes dealer and insurance-broker activities and affiliations with banking, trust, and insurance entities.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds48%
Exchange Traded Equities40%
Cash & Cash Equivalents7%
Investment Grade Corp Bonds3%
US Government Bonds1%

Owners & executives

3 of 4

Jennifer Roth
Chief Compliance OfficerCRD 3247469
Jeff Jackson
President and Chief Operating OfficerCRD 7692472
Benjamin Gross
Administrative CoordinatorCRD 7100662

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Contacts

3 of 94

Amy Derringer
Banking Center ManagerCRD 6173906
Brian Spezialetti
Registered RepresentativeCRD 7281217
Michael Merk
Client Service SpecialistCRD 6534684

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Saint Clairsville, OH

Belmont

Location

Saint Clairsville, OH

Headquartered in Saint Clairsville, OH, in the Midwest of the United States.

Region: Midwest
County: Belmont
Address: 135 W Main St
Time zone: ET (UTC-5)
Office locations

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