WESBANCO SECURITIES, INC.
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
FINTRXOverview
Wesbanco Securities, Inc. is a corporate insurance broker-dealer that combines broker‑dealer and insurance distribution with advisory services for individuals and families. The firm registered with the SEC in 2020 and identifies as a capital allocator that uses third‑party managers. Its advisory work centers on financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. The firm charges fees on a percentage‑of‑AUM basis and reports being an active ESG investor. Industry affiliations include brokerage, banking/thrift, trust company and insurance company relationships, reflecting a hybrid product and referral model alongside advisory services.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient 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 4JENNIFER ROTH
Chief Compliance OfficerCRD 3247469
JEFF JACKSON
President and Chief Operating OfficerCRD 7692472
Benjamin Gross
Administrative CoordinatorCRD 7100662
Contacts
3 of 95AMY DERRINGER
Banking Center ManagerCRD 6173906
Brian Spezialetti
Registered RepresentativeCRD 7281217
Michael Merk
Client Service SpecialistCRD 6534684
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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