Patrick J Dulzer
Investment adviser representative at W&s Advisory Services, LLC
16 yearsExperience
5 statesRegistered in
$5.3MFirm assets
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.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- W&s Advisory Services, LLCJan 2026 to now
- Western and Southern LifeApr 2016 to now
- W&s Brokerage ServicesFeb 2010 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 5 states (CA, GA, ME, MI, OH).
W&s Advisory Services, LLC
$5.3MAssets managed
6,689Clients
10Advisers
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
- 5557964
- Firm CRD
- 334683