Scott James Bliss
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.Aug 2021 to now
- Western & Southern LifeJun 2021 to now
- Grubhub DeliveryApr 2021 to Jun 2021
- Wood Lane Residential ServicesNov 2018 to Apr 2021
- Williams Homes LLCJun 2017 to Dec 2018
- Jimmy JohnsMay 2015 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
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
- 7423810
- Firm CRD
- 8099