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Gareth Cabili Caluducan

W & S Brokerage Services, Inc.

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About Gareth Cabili Caluducan

Gareth Cabili Caluducan is a financial professional with over nine years of experience in the industry. Gareth is currently registered with W&S Brokerage Services, Inc. and is a licensed investment advisor in Ohio and New Jersey. Gareth has a broad range of experience in financial services, including investment advising, securities brokerage, and insurance. Gareth is dedicated to providing his clients with personalized financial advice and guidance. Gareth is committed to helping his clients achieve their financial goals.

Firm Information

Gareth Caluducan 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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Gareth Caluducan’s Registration & Firm History

OH

04/24/2024 - Present

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

OH

05/05/2015 - 04/11/2016

THE HUNTINGTON INVESTMENT COMPANY (MENTOR OH)

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Licenses & Designations

IA

Issued 04/23/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/13/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/05/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Gareth Cabili Caluducan. Review regulatory record here.
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