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Wesbanco Securities, INC.

CRD# 43276SEC# 801-119845St Clairsville, OHSEC-registered since 2020
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Disciplinary & conflicts check complete

See whether Wesbanco Securities, INC. reports any disciplinary history, how it's paid beyond your fee, and who owns it.

Form ADV reviewedBrochure and Form CRS on fileDisciplinary history: in the report
Money managed
$285.9M
64% with full discretion
Clients
1,627
1,627 accounts
Fee
% of assets
How it charges
Disciplinary history
Checked
Results in the full report
Compiled from Form ADV Parts 1 & 2, Schedules A & B and Form CRS · SEC data as of Oct 2, 2026

Unlock the full report

One-time price, no account. Everything about Wesbanco Securities, INC., explained in plain English.

What you'll find out
Has Wesbanco Securities, INC. been disciplined?Disciplinary history from its Form ADV, explained
Who owns it?Every owner of 5% or more, and the companies behind them
How does it get paid?Your fee in dollars, plus commissions, referral payments and other conflicts
How does it invest, and for whom?Strategy, clients and asset mix, from its brochure and Form ADV
Full firm report · $79.99Includes a private link to come back to it.
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What the brochure says

Strategy, fees, ownership and conflicts from the firm's own filings, in plain English.

AI summary
Read the firm's fine print

Strategy, fees, ownership and conflicts, explained.

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Who owns the company

Everyone who owns 5% or more, the companies behind them, and who controls day-to-day decisions.

See who owns the company

Every owner of 5% or more, the companies behind them, and who controls decisions.

See what's included
Form ADV Schedule A (direct owners) and Schedule B (indirect owners) · filed Jul 16, 2026The SEC reports ownership in ranges, not exact percentages.

Fees & what they'd cost you

How it charges: A percentage of assets under management.

See what this firm would cost you

Its fee schedule from the brochure, run on your own numbers.

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Form ADV Part 2A, Item 5 · filed Jul 16, 2026Form ADV Item 5.E · as of Oct 2, 2026

Clients & investments

Who the firm works with, what it invests in, and the services it offers.

See who they serve and what they invest in

Client types, asset mix and services from the firm's Form ADV.

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Conflicts of interest

Ways the firm can earn money beyond your fee, from its Form ADV answers.

4 flagged
See the 4 conflicts flagged

How the firm can earn money beyond your fee, and what to ask about each.

See what's included
SEC Form ADV data file · data as of Oct 2, 2026

Official documents

Read the originals on the SEC's website.

  • Full Form ADVParts 1 and 2, including the ownership schedulesOpen PDF ↗
  • Form CRSThe firm's two-page client relationship summaryOpen PDF ↗
  • Wsiadv Part 2b Brochure Supplement - Hicks, SethForm ADV Part 2A brochure · filed Jul 16, 2026Open PDF ↗
  • Wsi Adv Part 2b Brochure Supplement - Krueger, CarsonForm ADV Part 2A brochure · filed Jul 16, 2026Open PDF ↗
  • Wsi Adv Part 2b Brochure Supplement - Herberger, J RobertForm ADV Part 2A brochure · filed Jul 16, 2026Open PDF ↗
  • Wsi Adv Part 2b Brochure Supplement - Gongola, DylanForm ADV Part 2A brochure · filed Jul 16, 2026Open PDF ↗
  • Wsi Adv Part 2b Brochure Supplement - Dalton, CullenForm ADV Part 2A brochure · filed Jul 16, 2026Open PDF ↗
  • Wsi Adv Part 2b Brochure Supplement-Simons, GregForm ADV Part 2A brochure · filed Jul 16, 2026Open PDF ↗
  • Wsi Adv Part 2b Brochure Supplement-Morris, JanetForm ADV Part 2A brochure · filed Jul 16, 2026Open PDF ↗
  • Wsi Adv Part 2b Brochure Supplement - Merk, MichaelForm ADV Part 2A brochure · filed Jul 16, 2026Open PDF ↗
  • Wsi Adv Part 2b Brochure Supplement-Aller, SharonForm ADV Part 2A brochure · filed Jul 16, 2026Open PDF ↗
  • Form Adv Part 2b Brochure Supplement - Conner, LeroyForm ADV Part 2A brochure · filed Jul 16, 2026Open PDF ↗
  • Wsi Adv Part 2b Brochure Supplement - Lino, ChadForm ADV Part 2A brochure · filed Jul 16, 2026Open PDF ↗
  • Wsi Adv Part 2 B Brochure Supplement - Walter, ChristopherForm ADV Part 2A brochure · filed Jul 16, 2026Open PDF ↗
  • Wsi Adv Part 2b Brochure Supplement - Dunbar, KelsieForm ADV Part 2A brochure · filed Jul 16, 2026Open PDF ↗
  • Wsi Adv Part 2b Brochure Supplement - Mcfarland, JasonForm ADV Part 2A brochure · filed Jul 16, 2026Open PDF ↗
  • Wsi Adv Part 2b Brochure Supplement - Seen, MicahForm ADV Part 2A brochure · filed Jul 16, 2026Open PDF ↗
  • Wsi Adv Part 2b Brochure Supplement - Carroll, BrookeForm ADV Part 2A brochure · filed Jul 16, 2026Open PDF ↗
  • Wsi Adv Part 2b Brochure Supplement - Korinko, VickiForm ADV Part 2A brochure · filed Jul 16, 2026Open PDF ↗
  • Wsi Adv Part 2b Brochure Supplement - Watson, KarenForm ADV Part 2A brochure · filed Jul 16, 2026Open PDF ↗
  • Wsi Adv Part 2b Brochure Supplement - Hughes, A.J.Form ADV Part 2A brochure · filed Jul 16, 2026Open PDF ↗
  • Wsi Adv Part 2b Brochure Supplement - Morris, AdamForm ADV Part 2A brochure · filed Jul 16, 2026Open PDF ↗
  • Wsi Adv Part 2b Brochure Supplement-Robinson, DavidForm ADV Part 2A brochure · filed Jul 16, 2026Open PDF ↗
  • Wsi Adv Part 2b Brochure Supplement-Blaus, BrentForm ADV Part 2A brochure · filed Jul 16, 2026Open PDF ↗
  • Wsi Adv Part 2b Brochure Supplement-Brannare, StefanForm ADV Part 2A brochure · filed Jul 16, 2026Open PDF ↗
  • Wsi Adv Part 2b Brochure Supplement-Dias, JayForm ADV Part 2A brochure · filed Jul 16, 2026Open PDF ↗
  • Ws! Adv Part 2b Brochure Supplement - Dolence, SpencerForm ADV Part 2A brochure · filed Jul 16, 2026Open PDF ↗
  • Wsi Adv Part 2b Brochure Supplement - Hyde, RobertForm ADV Part 2A brochure · filed Jul 16, 2026Open PDF ↗
  • Wsi Adv Part 2b Brochure Supplement - Sparling, EricForm ADV Part 2A brochure · filed Jul 16, 2026Open PDF ↗
  • Wsi Adv Part 2b Brochure Supplement - Egli, ChristopherForm ADV Part 2A brochure · filed Jul 16, 2026Open PDF ↗
  • Wsi Adv Part 2b Brochure Supplement - Bradaick, DanielForm ADV Part 2A brochure · filed Jul 16, 2026Open PDF ↗
  • Wsi Adv Part 2b Brochure Supplement - Rebeiro, BiswojitForm ADV Part 2A brochure · filed Jul 16, 2026Open PDF ↗
  • Wsi Adv Part 2b Brochure Supplement - Tussing, BrianForm ADV Part 2A brochure · filed Jul 16, 2026Open PDF ↗
  • Wsi Adv Part 2b Brochure Supplement - Talbert AbbieForm ADV Part 2A brochure · filed Jul 16, 2026Open PDF ↗
  • Wsi Adv Part 2b Brochure Supplement - Reynolds, DavidForm ADV Part 2A brochure · filed Jul 16, 2026Open PDF ↗
  • Wsi Adv Part 2b Brochure Supplement - Wilson, RoseForm ADV Part 2A brochure · filed Jul 16, 2026Open PDF ↗
  • Wsi Adv Part 2b Brochure Supplement - Curnes, PaulForm ADV Part 2A brochure · filed Jul 16, 2026Open PDF ↗
  • Wsi Adv Part 2b Brochure Supplement - Bertram, HowardForm ADV Part 2A brochure · filed Jul 16, 2026Open PDF ↗
  • Wsi Adv Part 2 B Brochure Supplement - Starcher, JamieForm ADV Part 2A brochure · filed Jul 16, 2026Open PDF ↗
  • Wsi Adv Part 2b Brochure Supplement - Gordon, DebbieForm ADV Part 2A brochure · filed Jul 16, 2026Open PDF ↗
  • Wsi Adv Part 2b Brochure Supplement - Sharpe SherriForm ADV Part 2A brochure · filed Jul 16, 2026Open PDF ↗
  • Wsi Adv Part 2b Brochure Supplement - Mcginley, DavidForm ADV Part 2A brochure · filed Jul 16, 2026Open PDF ↗
  • Wsi Adv Part 2b Brochure Supplement - Wiley, VickiForm ADV Part 2A brochure · filed Jul 16, 2026Open PDF ↗
  • Form Adv Wesbanco Securities, INC.Form ADV Part 2A brochure · filed May 6, 2026Open PDF ↗
  • SEC IAPD firm pageRegistrations, notice filings and historyOpen ↗
Firm record pulled Oct 25, 2026, 4:53 PM EDT · IAPD data compiled Aug 28, 2026

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Summaries are written by AI from the firm's official filings and may contain errors; each section links to its source. This page is for information only and is not investment advice or an endorsement or rating of the firm.