William Gerard Schmerbeck
Investment adviser representative at Wgs Management Services, Inc
30 yearsExperience
2 statesRegistered in
$41.6MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
30 years in the industry.
- Wgs Management Services, Inc.Aug 2014 to now
- Ward, Schmerbeck, & Billig, P.C.Dec 1996 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Wgs Management Services, Inc
$41.6MAssets managed
74Clients
1Advisers
Under 1 yearIn 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
- 4704959
- Firm CRD
- 270003