Robert
Pallatroni

W&S Brokerage Services, Inc

CRD#8037899
Investment Advisor
in Ft Mitchell, KY

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About this Advisor

Robert Pallatroni is a financial advisor based in Ft Mitchell, Kentucky, working with W&S Brokerage Services, Inc. Robert has previously worked with Self Employed And Independant Contractor, Cumberland Farms, Independant Contractor, Western & Southern Life, and W&S Brokerage Services, Inc. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Kentucky. Currently, Robert is part of W&S Brokerage Services, Inc, which operates out of Ft Mitchell, Kentucky. The firm has 51 offices and 95 employees. The firm manages assets totaling $175.8 million and offers services such as portfolio management for individuals and small businesses, as well as selection of other advisers. The fee structure at W&S Brokerage Services, Inc is asset-based.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

909 Wright'S Summit Pkwy Suite 100
Ft Mitchell, KY 41017

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W&S Brokerage Services, Inc Brokerage Details

Total Assets Under Management

$175,814,665

KY Average: $2,106,341,625
Total Number of Employees

95

KY Average: 34
Total Number of Accounts

655

KY Average: 1,972
Average Account Size

$268,419

KY Average: $1,068,125

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Robert Pallatroni Work History

2024 - Present (1 year)

Western & Southern Life

2024 - Present (1 year)

W&S Brokerage Services, Inc

2023 - 2024 (1 year)

Independant Contractor

2021 - 2023 (2 years)

Cumberland Farms

2015 - 2021 (6 years)

Self Employed And Independant Contractor

Disclosures

Please visit the SEC profile of Robert Pallatroni to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at W&S Brokerage Services, Inc

Robert Pallatroni
Ft Mitchell, KY
Scott Bliss
Findlay, OH
Adam Locascio
Tampa, FL
Cameron Githens
Maumee, OH
Mary Blair
Cincinnati, OH
Remington Taylor
Cincinnati, OH
Eric Speer
Merrillville, IN
David Goldman
Owings Mills, MD

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