Cranberry Twp, PA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$257,179,879
ClientsTotal clients
772
AdvisorsAdvisors at this office
2
Of 94 advisors across 40 offices
HNW client ratio
—
Location
600 Cranberry Woods Drive, Ste 225
Cranberry Twp PA 16066
Advisors at this office
2
Advisors at this office
Joseph B
Series 65, Series 63
Cranberry Twp, PA
W&S BROKERAGE Services, Inc.
Joseph Blanar is a financial advisor with W&S Brokerage Services, Inc., holding Series 65 and Series 63 licenses and bringing eight years of industry experience. He previously worked at Baltimore Life Insurance Co. for eleven years. Blanar’s career includes roles at Western & Southern Life and W&S Brokerage Services, both since 2017. W&S Brokerage Services, Inc. is a dually-registered broker-dealer and SEC-registered investment adviser affiliated with Western & Southern Financial Group. The firm offers a model-driven, discretionary allocation process through its W&S Wealth Solutions wrap fee program, serving individuals, trusts, retirement plans, and other entities with portfolios tailored to various risk profiles and investment objectives.
Marcelo A
Series 65, Series 63
Cranberry Twp, PA
W&S BROKERAGE Services, Inc.
Marcelo Antonelli is an advisor at W&S Brokerage Services, Inc. with Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Western & Southern Life and Northwestern Mutual. Outside of financial services, he owns Soccer Powered by Futsal and coaches youth soccer for the Pittsburgh Riverhounds Soccer Club, as well as serving as president of a local networking chapter. W&S Brokerage Services, Inc. is a dually-registered broker-dealer and SEC-registered investment adviser affiliated with Western & Southern Financial Group. The firm offers a model-driven, discretionary asset-allocation program and serves individuals, trusts, and retirement plans using a wrap-fee structure combined with brokerage and insurance services.
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