Edwin Cisneros

W&s Brokerage Services, INC.

6 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningSocially Responsible InvestingTax Planning

W&s Brokerage Services, INC.

Compensation

Fee-Only (AUM)

Firm Size

82 advisors

Number of Clients

655 clients

Average Client Portfolio

$268K average

Assets Under Management

$175.8M

Fee Structure

Minimum Investment:$75K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $250K	1.50%
$250K - $500K	1.40%
$500K - $750K	1.30%
$750K+	1.10%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$250

Location

2901 Southwest 149th Ave, Ste 130, Miramar, FL, 33027

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Financial

April 2019

Final

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Edwin is a full-time agency manager for Western & Southern Life in Miramar, Florida.

Employment History

Current Registrations

W&s Brokerage Services, INC.

July 2023 - Present · 2 yrs 7 mos

W&s Brokerage Services, INC.Broker

November 2021 - Present · 4 yrs 3 mos

Previous Registrations

Nylife Securities LLCBroker

November 2019 - November 2021 · 2 yrs

State Registrations10 states

CAFLGAMONCNJNVPATXWA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.