Cindy Sin-yi Tsai
Investment adviser representative at W&s Brokerage Services, Inc.
12 yearsExperience
1 stateRegistered in
$257.2MFirm assets
8 yearsFirm in business
Are you Cindy Sin-yi Tsai? Claim your profile
Contact this firm
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
12 years in the industry.
- W&s Brokerage Services, Inc.Sep 2017 to now
- Western Southern LifeJan 2017 to now
- Investment Envisioned IncJul 2014 to Dec 2016
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 2971652
- Firm CRD
- 8099