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David Christopher Hoehn

W & S Brokerage Services, Inc.

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About David Christopher Hoehn

David Hoehn is a financial professional with over 30 years of experience in the securities industry. David is currently registered with W&S Brokerage Services, Inc., where he is a representative and is licensed to conduct business in Florida and Ohio. Prior to joining W&S Brokerage Services, Inc., David has held positions with Fifth Third Securities, Inc., NatCity Investments, Inc., Red Capital Markets, Inc., Cadaret, Grant & Co., Inc., AIG Equity Sales Corp., Nathan & Lewis Securities, Inc., and PML Securities Company. David is a Series 6 and SIE licensed representative.

Firm Information

David Hoehn is currently registered with W & S Brokerage Services, Inc.. W&S Brokerage Services, Inc. is a corporation formed in 1974 and headquartered in Cincinnati, Ohio. The firm provides investment advisory services to individuals and is registered with the SEC and in 52 states. With over 85 registered representatives, W&S Brokerage Services, Inc. manages over $122 million in assets for its clients, offering portfolio management services and selection of other advisers.
W & S Brokerage Services, Inc.

400 BROADWAY

CINCINNATI, OH 45202

$122.86M

Assets Under Management

451

Total Clients

434

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Hoehn’s Registration & Firm History

OH

01/14/2011 - Present

W&S Brokerage Services, Inc. (CINCINNATI OH)

OH

03/15/2007 - 04/08/2010

FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)

OH

10/13/2004 - 01/16/2007

NATCITY INVESTMENTS, INC. (CLEVELAND OH)

OH

05/01/1998 - 10/13/2004

RED CAPITAL MARKETS, INC. (COLUMBUS OH)

NY

01/02/1998 - 04/01/1998

CADARET, GRANT & CO., INC. (SYRACUSE NY)

NY

03/21/1995 - 01/02/1998

AIG EQUITY SALES CORP. (NEW YORK NY)

NY

10/24/1994 - 12/31/1994

NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)

DE

03/02/1990 - 10/11/1994

PML SECURITIES COMPANY (NEWARK DE)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Christopher Hoehn.
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