Giovanni Troiano
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.
- W & S Brokerage Services, IncDec 2025 to now
- Western & Southern LifeDec 2025 to now
- UpsOct 2023 to Dec 2025
- Ag ProAug 2023 to Oct 2023
- Covenant RoofingJun 2023 to Aug 2023
- Care TakingJan 2023 to Jun 2023
- Best Choice RoofingOct 2022 to Dec 2022
- UnemployedMay 2022 to Aug 2022
- Us FoodsJun 2021 to Mar 2022
- Jax Code AcademyJan 2021 to May 2021
- Tire OutletOct 2020 to Dec 2020
- BridgestoneJan 2018 to Oct 2020
- Duval FordOct 2017 to Dec 2017
- AvailityMay 2017 to Oct 2017
- SafarilandJun 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 8210398
- Firm CRD
- 8099