Alexander Merritt
Investment adviser representative at W&s Brokerage Services, Inc.
14 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
14 years in the industry.
- W & S Brokerage Services, IncJun 2025 to now
- Western & Southern LifeMar 2025 to now
- Texas State UniversityJan 2024 to Jan 2025
- Oswald CompaniesMay 2022 to Aug 2022
- Oswald CompaniesMay 2021 to Aug 2021
- Eastern Michigan UniversityMay 2019 to Dec 2024
- Lehr's Prime MarketFeb 2018 to May 2018
- Moeller High SchoolAug 2015 to May 2019
- St. VeronicaAug 2012 to Jul 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- 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
- 8117926
- Firm CRD
- 8099