Marcelo C Hernandez
Investment adviser representative at W&s Brokerage Services, Inc.
11 yearsExperience
1 stateRegistered in
$257.2MFirm assets
8 yearsFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- W & S Brokerage Services Inc.Sep 2025 to now
- Western & Southern LifeSep 2025 to now
- Prudential Advisors / LPL BrokerageApr 2025 to Sep 2025
- Edward JonesFeb 2024 to Apr 2025
- Thrivent Investment Management IncMay 2023 to Feb 2024
- Adi Dassler International Family OfficeMar 2021 to Mar 2023
- Peroles International GroupMar 2019 to Mar 2021
- Lyford International BankJan 2015 to Feb 2019
Exams passed
- Series 66 · Uniform Combined State Law2005
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 4930227
- Firm CRD
- 8099