Logan Matthew Nicely
Investment adviser representative at W&s Brokerage Services, Inc.
12 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
12 years in the industry.
- W&s Brokerage Services, Inc.Mar 2025 to now
- W&s BrokerageSep 2024 to now
- Western & Southern LifeAug 2024 to now
- Discount Drug MartJul 2023 to Aug 2024
- Northern Manufacturing CoMay 2022 to Aug 2022
- Cedar FairMay 2020 to May 2020
- Full-time Education (heidelberg University)Aug 2019 to Aug 2024
- City of ClydeJan 2019 to Aug 2019
- Clyde Mulch and Stone Products LLC.Aug 2018 to Dec 2021
- City of ClydeFeb 2018 to Aug 2018
- City of ClydeMay 2017 to Oct 2017
- Full-time Education / Kid (clyde-green Springs School District))Aug 2014 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
- 7984963
- Firm CRD
- 8099