SB
Stefan L. Brannare
WESBANCO SECURITIES
Parkersburg, WV 26101
Some features on this profile are disabled
CRD#: 4579196
SB
Professional summary
Stefan Lars Brannare is a registered financial advisor currently at WESBANCO SECURITIES, INC. located in Parkersburg, West Virginia.
Stefan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Stefan has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
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.
MCCOY WEALTH MANAGEMENT LLC ; Building part owner only: passive rental income Real Estate: Part Owner: Work hours approximately 1-2 hours a week Arctic CAPITAL LLC; non-investment related; WHEELING, WV 26003; LLC STARTED 2/6/2009; APX 0 HOURS/MONTH Passive - used for business expenses only. OHIO VALLEY HOCKEY ASSOCIATION; Wheeling, WV: Non-investment related: Board Member: Number of hours per week varies; Start date 2019 MCCOY CONSULTING SERVICES, LLC; Non-investment related: Wheeling, WV; Start date 2011; Member; approximately 1 hour per week: Passive income - residual income on health insurance.
CRS (Client Relationship Summary) - RIA
Click below to view Stefan Lars Brannare's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Stefan Lars Brannare's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 12, 2025 - Present
WESBANCO SECURITIES, INC.
Office #1: 260 Gihon Village, Parkersburg, WV 26101RIA
BD
CRD#: 43276
Parkersburg, WV
Current
June 10, 2025 - Present
WESBANCO SECURITIES, INC.
Office #1: 260 Gihon Village, Parkersburg, WV 26101RIA
BD
CRD#: 43276
Parkersburg, WV
Past
June 29, 2023 - June 3, 2025
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
WHEELING, WV
Past
May 20, 2021 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
WHEELING, WV
Past
September 20, 2019 - June 3, 2025
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
WHEELING, WV
Past
November 18, 2008 - May 20, 2021
SUMMIT FINANCIAL GROUP INC
RIA
CRD#: 109485
WHEELING, WV
Past
November 14, 2008 - September 20, 2019
SUMMIT BROKERAGE SERVICES, INC.
BD
CRD#: 34643
WHEELING, WV
Past
June 7, 2007 - December 4, 2008
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
PITTSBURGH, PA
Past
February 21, 2006 - December 4, 2008
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
PITTSBURGH, PA
Past
July 9, 2003 - February 21, 2006
LEGG MASON WOOD WALKER, INCORPORATED
BD
CRD#: 6555
BALTIMORE, MD
Past
November 8, 2002 - June 27, 2003
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, NJ
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".
WS
WESBANCO SECURITIES, INC.
COMMBANC INVESTMENTS, INC. | WESBANCO SECURITIES, INC.
CRD#: 43276 / SEC#: 801-119845, 8-50220
RIA
Registered Investment Advisory firm - SEC (12/8/2020 Approved)Indiana
Registered Investment Advisory firm - SEC (1/8/2021 Terminated)Kentucky
Registered Investment Advisory firm - SEC (12/22/2020 Terminated)Maryland
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)North Carolina
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)Ohio
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)Pennsylvania
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)West Virginia
Registered Investment Advisory firm - SEC (12/31/2020 Terminated)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.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(6/10/2025)
RR
Louisiana(7/11/2025)
RR
North Carolina(6/20/2025)
IAR
North Carolina(6/23/2025)
RR
Ohio(6/10/2025)
IAR
Ohio(6/20/2025)
RR
Pennsylvania(6/30/2025)
IAR
Pennsylvania(7/1/2025)
RR
South Carolina(6/30/2025)
IAR
South Carolina(6/30/2025)
RR
Texas(6/10/2025)
RR
Virginia(6/10/2025)
IAR
Virginia(6/12/2025)
RR
West Virginia(6/10/2025)
IAR
West Virginia(6/12/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
WS
WESBANCO SECURITIES, INC.
COMMBANC INVESTMENTS, INC. | WESBANCO SECURITIES, INC.
CRD#: 43276 / SEC#: 801-119845, 8-50220
RIA
Registered Investment Advisory firm - SEC (12/8/2020 Approved)Indiana
Registered Investment Advisory firm - SEC (1/8/2021 Terminated)Kentucky
Registered Investment Advisory firm - SEC (12/22/2020 Terminated)Maryland
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)North Carolina
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)Ohio
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)Pennsylvania
Registered Investment Advisory firm - SEC (12/23/2020 Terminated)West Virginia
Registered Investment Advisory firm - SEC (12/31/2020 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
135 West Main St, St Clairsville, OH 43950
Mailing Address
1 Bank Plaza, Wheeling, WV 26003
Phone number
(304) 905-7215
Established
Ohio since 10/03/1996
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
100
SEC notice filing (25 States and Territories)
FINRA licenses (28 States and Territories)
Documents
Part 2 Brochures
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| WESBANCO INC. | OWNER | |
| CONNER, JAMES LEROY | FINOP | 5339285 |
| GARDILL, JAMES C | COUNSEL | |
| JACKSON, JEFF | DIRECTOR | 7692472 |
| LOVE, SCOTT ALAN | DIRECTOR | 2854247 |
| LUZAR, JAY MICHAEL | DIRECTOR | |
| PERKINS, MICHAEL L | DIRECTOR | 7531438 |
| STAVSKY, LISA FINKELSTEIN | DIRECTOR - MANAGING DIRECTOR/PRESIDENT/CEO | 1749197 |
| WILSON, ROSE LYNN | CCO, MANAGING DIRECTOR OF COMPLIANCE & DIRECTOR | 4072715 |
| ZATTA, JAY | DIRECTOR | 7693273 |
Regulatory assets under management
| Total Number of Accounts | 850 |
| AUM (Assets Under Management) | $ 166,458,070 |
Disclosures
| Regulatory Event | 1 |
Red Flags
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.
Company Information
WESBANCO SECURITIES, INC.
CRD#: 43276Parkersburg, WV 26101TRUST BUT VERIFY
Monitor Stefan Brannare
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
