AW
Angel R. Way
WAY STREET FINANCIAL
BRUNSWICK, OH 44212
Some features on this profile are disabled
CRD#: 6262105
AW
Professional summary
Angel Richelle Way, who also goes by Angel R Way, is a registered financial advisor currently at WAY STREET FINANCIAL, LLC located in Brunswick, Ohio.
Angel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Angel has worked at 7 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Angel R Way
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.
1) Independent Insurance Agent of Way Street Insurance Group, LLC. investment related: YES1324 Pearl Road Brunswick Ohio 44212 USA. Manage the insurance contract relationships between the carrier, our upline, and our office. 2025-06-01.Hours per month devoted to business during trading hours: 40. Hours per month devoted to business outside trading hours: 20; 2) Member of the Board, Integrated Community Solutions; Investment related: No; Location: 2315 Sharon Copley Road Medina Ohio 44256; Description of the business: Integrated Community Solutions, Inc. (ICS) is an Ohio nonprofit corporation based in Medina County that develops communities that provide social engagement, independent living skill development, educational enrichment, vocational training, and employment opportunities, and integrated housing choices for people with and without developmental disabilities.; Responsibilities Duties: Board Meetings, Community Events, Bringing community awareness. ; Start date with business: 2023-10-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 0; Contact person at the organization: Lisa Morrison; Website address for the organization: https://www.ics-oh.org/. 3) Owner of Way Street Financial LLC. She dedicates 25 hours per month outside of trading hours. Located at 1324 Pearl Rd, Ste 3; Brunswick, OH 44212. 4) Vice President of MetroWest Toast Master; Investment related: No; Description of the business: This is a Treasurer Position for a Toastmasters Club. This is a hybrid club based in Boston, Mass that I join via zoom for this office. ; Responsibilities Duties: Sending reminder emails for membership changes.; Start date with business: 2024-07-11; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 0.
CRS (Client Relationship Summary) - RIA
Click below to view Angel Richelle Way'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 24, 2024 - Present
WAY STREET FINANCIAL, LLC
Office #1: 1324 Pearl Road Suite 3, Brunswick, OH 44212RIA
CRD#: 329451
BRUNSWICK, OH
Past
August 2, 2021 - June 25, 2024
ORG PARTNERS
RIA
CRD#: 312728
Brunswick, OH
Past
June 12, 2020 - July 30, 2021
WEALTHSHIELD PARTNERS, LLC
RIA
CRD#: 169584
BRUNSWICK, OH
Past
September 1, 2017 - June 8, 2020
REGAL INVESTMENT ADVISORS LLC
RIA
CRD#: 125004
Brunswick, OH
Past
November 5, 2015 - September 1, 2017
INTEGRITY ALLIANCE, LLC.
RIA
CRD#: 139627
Brunswick, OH
Past
October 16, 2014 - December 22, 2015
HARVEST FINANCIAL GROUP, LLC
RIA
CRD#: 149503
RICHMOND, VA
Past
June 13, 2014 - October 14, 2014
HYNES ADVISORY GROUP LLC
RIA
CRD#: 145731
ST LOUIS, MO
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.Highlighted states indicate IAR registrations
IAR
Arkansas(8/26/2025)
IAR
Louisiana(4/14/2025)
IAR
Ohio(6/25/2024)
IAR
Texas(6/24/2024)
Current Firm
WS
WAY STREET FINANCIAL, LLC
WAY STREET | WAY STREET, LLC | WAY STREET LLC | WAY STREET FINANCIAL, LLC
CRD#: 329451 / SEC#:
Arkansas
Registered Investment Advisory firm - (8/26/2025 Approved)Louisiana
Registered Investment Advisory firm - (4/14/2025 Approved)Ohio
Registered Investment Advisory firm - (5/5/2024 Approved)Texas
Registered Investment Advisory firm - (4/30/2024 Conditional Restricted)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
1324 Pearl Road Suite 3, Brunswick, OH 44212
Mailing Address
Phone number
(216) 232-3050
Established
Firm type
Fiscal year end
# of Employees
5
Regulatory assets under management
| Total Number of Accounts | 161 |
| AUM (Assets Under Management) | $ 32,000,000 |
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
WAY STREET FINANCIAL, LLC
CRD#: 329451Brunswick, OH 44212TRUST BUT VERIFY
Monitor Angel Way
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
