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George Albach

Investment adviser representative at W&s Brokerage Services, Inc.
10 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

10 years in the industry.

  1. W&s Brokerage Services, Inc.Jun 2024 to now
  2. Western & Southern LifeJun 2024 to now
  3. Ohio State UniversityAug 2023 to May 2024
  4. Morgan StanleyJun 2023 to Aug 2023
  5. Ohio State UniversityJan 2023 to May 2023
  6. Romualdo TailoringDec 2022 to Jan 2023
  7. Ohio State UniversityAug 2022 to Dec 2022
  8. Maketewah Country ClubJun 2022 to Jul 2022
  9. Ohio State UniversityAug 2021 to May 2022
  10. Maketewah Country ClubJun 2021 to Aug 2021
  11. Ohio State UniversityAug 2020 to May 2021
  12. Self Employed - Mvp Sports CampJul 2020 to Jul 2020
  13. Maketewah Country ClubJun 2020 to Jul 2020
  14. Door DashMay 2020 to Jun 2020
  15. St. Xavier High SchoolAug 2019 to May 2020
  16. Maketewah Country ClubJun 2019 to Jul 2019
  17. St. Xavier High SchoolAug 2016 to May 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2024
  • Series 65 · Uniform Investment Adviser Law2025

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
7736731
Firm CRD
8099
Advisor's SEC record (opens in a new tab)
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