Stacy A Wasserman
Investment adviser representative at W&s Brokerage Services, Inc.
21 yearsExperience
1 stateRegistered in
ChFC®Designation
$257.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
21 years in the industry.
- W&s Brokerage Services, Inc.Jan 2021 to now
- Western & South LifeJan 2021 to now
- NANov 2020 to Dec 2020
- Allstate Insurance CompanyJul 2017 to Nov 2020
- State Farm InsuranceDec 2011 to Jun 2017
- State Farm Vp Management Corp.Mar 2005 to Jun 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 1 state (TX).
W&s Brokerage Services, Inc.
$257.2MAssets managed
772Clients
91Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2741550
- Firm CRD
- 8099