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Steven Paul Surgnier

Vice PresidentW&s Advisory Services, LLCCRD 8079823

About Steven Paul Surgnier

Steven Paul Surgnier is listed as Vice President at W&s Advisory Services, LLC in Cincinnati, OH. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of W&s Advisory Services, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Steven Paul Surgnier work?

Steven Paul Surgnier is listed as Vice President at W&s Advisory Services, LLC on SEC Form ADV.

How much of W&s Advisory Services, LLC does Steven Paul Surgnier own?

Form ADV reports a beneficial ownership band of Under 5%.

W&s Advisory Services, LLC

TitleVice President
OwnershipUnder 5%
Control personYes
Since2025