Pittsburgh, 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
3
Of 94 advisors across 40 offices
HNW client ratio
—
Location
3 Penn Center West, Suite 340
Pittsburgh PA 15276
Advisors at this office
3
Advisors at this office
Sarah E
Series 65, Series 63
Pittsburgh, PA
W&S BROKERAGE Services, Inc.
Sarah Enis is a financial advisor with W&S Brokerage Services, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses and seven years of industry experience. She previously worked at Lobos Management from 2014 to 2019 and has been with W&S Brokerage Services and Western Southern Life since 2019. 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 with tax-aware and socially conscious investment options, serving individuals, trusts, retirement plans, and other entities.
Trang L
Series 63, Series 65
Pittsburgh, PA
W&S BROKERAGE Services, Inc.
Trang Le is a financial advisor at W&S Brokerage Services, Inc. with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at W&S Brokerage since 2021 and Western and Southern Life since 2020. Prior to her financial services career, she was involved in the salon and nail industry. W&S Brokerage Services, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer that manages a wrap-fee asset allocation program with 25 models invested in mutual funds, ETFs, and money market funds. The firm serves both institutional and individual clients using a model-based, discretionary investment process with Fort Washington Investment Advisors as sub-adviser.
Julie C
ChFC®, Series 63
Pittsburgh, PA
W&S BROKERAGE Services, Inc.
Julie Calhoun is a financial advisor at W&S Brokerage Services, Inc. with 20 years of industry experience. She holds the ChFC® and Series 63 designations and has worked at Fort Washington Brokerage Services, Inc. and Western Southern Life since the early 2000s. She is also a full-time agent with Western Southern Life. W&S Brokerage Services, Inc. is dually registered as an SEC investment adviser and a FINRA-member broker-dealer. The firm manages a wrap-fee asset allocation program that serves individual clients as well as retirement and benefit plan accounts, using a model-based, discretionary investment process supported by both quantitative and qualitative due diligence.
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