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Gregory Mario Digeronimo

W&S BROKERAGE SERVICES
AKRON, OH
·CRD# 2601678·31 years experience

Professional Summary

Gregory Mario Digeronimo, who also goes by Gregory Mario Digeronimo, is a registered financial advisor currently at W&S BROKERAGE SERVICES, INC. located in Akron, Ohio. Gregory is registered as a RR (Registered Representative) and started their career in finance in 1995. Gregory has worked at 13 firms and has passed the Series 66, Series 63, Series 99TO, Series 72, SIE, Series 7, Series 6, Series 51 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Gregory Mario Digeronimo

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Contact Information

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

31 years in the financial services industry

Current & Past Employments

W&S BROKERAGE SERVICES, INC.·CRD# 8099
RIA
BD
4000 Embassy Pkwy Suite 420, Akron, OH 44333
February 25, 2026 - Present
M. S. HOWELLS & CO.·CRD# 104100
BD
Scottsdale, AZ
January 3, 2022 - December 31, 2024
ICAPITAL MARKETS LLC·CRD# 118219
BD
New York, NY
July 31, 2019 - September 16, 2021
NAVIAN CAPITAL SECURITIES LLC·CRD# 145037
BD
Cincinnati, OH
February 22, 2018 - September 19, 2019
HORNOR, TOWNSEND & KENT, LLC·CRD# 4031
RIA
Akron, OH
January 3, 2018 - February 1, 2018
HORNOR, TOWNSEND & KENT, LLC·CRD# 4031
BD
Akron, OH
August 16, 2017 - February 1, 2018
KEY INVESTMENT SERVICES LLC·CRD# 136300
RIA
Brooklyn, OH
December 20, 2013 - February 17, 2017
KEY INVESTMENT SERVICES LLC·CRD# 136300
BD
Brooklyn, OH
December 20, 2013 - February 17, 2017
LPL FINANCIAL LLC·CRD# 6413
RIA
Akron, OH
November 25, 2013 - December 23, 2013
LPL FINANCIAL LLC·CRD# 6413
BD
Akron, OH
November 22, 2013 - December 23, 2013
FIRSTMERIT ADVISORS, INC.·CRD# 125249
RIA
Akron, OH
July 1, 2011 - November 25, 2013
FIRSTMERIT FINANCIAL SERVICES, INC·CRD# 149680
BD
Akron, OH
June 29, 2011 - November 19, 2013
COREBRIDGE CAPITAL SERVICES, INC.·CRD# 13158
BD
Jersey City, NJ
March 23, 2010 - May 26, 2011
AMFIN INVESTMENT SERVICES, INC.·CRD# 13945
RIA
Cleveland, OH
September 6, 2005 - March 15, 2010
AMFIN INVESTMENT SERVICES, INC.·CRD# 13945
BD
Cleveland, OH
September 1, 2005 - March 15, 2010
THE HUNTINGTON INVESTMENT COMPANY·CRD# 16986
BD
Columbus, OH
February 15, 2001 - August 17, 2005
BANC ONE SECURITIES CORPORATION·CRD# 16999
BD
Chicago, IL
April 5, 1995 - March 2, 2001

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Current Firm

W&S BROKERAGE SERVICES, INC.
W&S BROKERAGE SERVICES, INC.

COUNTRYWIDE INVESTMENTS, INC. | W&S BROKERAGE SERVICES, INC. | ROBERT H. LESHNER & CO., INC. | FT. WASHINGTON BROKERAGE SERVICES, INC. | FORT WASHINGTON BROKERAGE SERVICES, INC.

CRD#: 8099 / SEC#: 801-113946, 8-24674
RIA
Registered Investment Advisory firm - SEC (9/6/2018 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

Contact Information

Main Address

400 Broadway, Cincinnati, OH 45202

Mailing Address

400 Broadway Ms-03, Cincinnati, OH 45202

Phone Number

(513) 629-1055

Established

Ohio since 05/21/1974

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Medium

# of Employees

114

SEC notice filing (34 States and Territories)

Registered to provide investment advisory services in 34 US states and territories.

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 34 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

W&S WEALTH SOLUTIONS BROCHURE (3/31/2026)

Direct owners and executive officers

NamePositionCRD#
WESTERN AND SOUTHERN LIFE ASSURANCE COMPANYOWNER—
BRODIE, TROY DALEPRESIDENT1924559
DELUCA, JAMES JOSEPHVP, MARKETING5420948
LOVELESS, MATTHEW WILLIAMVP, AGENCY STRATEGY, TRAINING & TALENT ACQUISITION5657647
LUEBBE, GREGORY MICHAELASSISTANT VICE PRESIDENT2924719
MASTERS, JOSHUAASSISTANT VICE PRESIDENT7671731
MCGRUDER, JILL TRIPPDIRECTOR1221720
MOURNE, DOUGLAS EDWARDAVP, BROKERAGE OPERATIONS2999021
NIEMEYER, JONATHAN DAVIDDIRECTOR5863603
RENNERS, TYLER SCOTTSECRETARY8246902
SCOTT, SHAWN MICHAELCHIEF COMPLIANCE OFFICER4673623
STEARNS, TIMOTHY STEVENVP, COMPLIANCE OFFICER1327230
WIEDENHEFT, TERRIE ANNSENIOR VICE PRESIDENT AND CFO, TREASURER2619213
WITTMAN, SCOTT JOSEPHVP TAX7679752
WUEBBLING, DONALD JOSEPHDIRECTOR473438

Regulatory Assets Under Management

Total Number of Accounts

963

AUM (Assets Under Management)

$257,179,879

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
W&S BROKERAGE SERVICES, INC.
W&S BROKERAGE SERVICES, INC.

COUNTRYWIDE INVESTMENTS, INC. | W&S BROKERAGE SERVICES, INC. | ROBERT H. LESHNER & CO., INC. | FT. WASHINGTON BROKERAGE SERVICES, INC. | FORT WASHINGTON BROKERAGE SERVICES, INC.

CRD#: 8099 / SEC#: 801-113946, 8-24674
RIA
Registered Investment Advisory firm - SEC (9/6/2018 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Ohio
(2/25/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed May 2000About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed May 1995About the Series 63 exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

Series 72 — Government Securities Representative Examination

Passed Jan 2023

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 1996About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Mar 1995About the Series 6 exam

Series 51 — Municipal Fund Securities Principal Examination

Passed Mar 2003About the Series 51 exam

Series 24 — General Securities Principal Examination

Passed Apr 1998About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Gregory Mario Digeronimo's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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