BR
Biswojit R. Rebeiro
WESBANCO SECURITIES
Rockville, MD 20852
Some features on this profile are disabled
CRD#: 7035758
BR
Professional summary
Biswojit Raphael Rebeiro, who also goes by Biswojit Raphael Rebeiro, Biswojit Rebeiro, is a registered financial advisor currently at WESBANCO SECURITIES, INC. located in Rockville, Maryland.
Biswojit is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Biswojit has worked at 6 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Biswojit Raphael Rebeiro | Biswojit Rebeiro
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- 02/2025 / Northwest Financial Advisors / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business
CRS (Client Relationship Summary) - RIA
Click below to view Biswojit Raphael Rebeiro's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Biswojit Raphael Rebeiro'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
May 13, 2025 - Present
WESBANCO SECURITIES, INC.
Office #1: 1801 Rockville Pike Suite 120, Rockville, MD 20852RIA
BD
CRD#: 43276
Rockville, MD
Current
May 13, 2025 - Present
WESBANCO SECURITIES, INC.
Office #1: 1801 Rockville Pike Suite 120, Rockville, MD 20852RIA
BD
CRD#: 43276
Rockville, MD
Past
February 10, 2025 - February 25, 2025
NORTHWEST FINANCIAL ADVISORS LLC
RIA
CRD#: 166769
HERNDON, VA
Past
February 5, 2025 - March 19, 2025
LPL FINANCIAL LLC
BD
CRD#: 6413
HERNDON, VA
Past
July 19, 2024 - November 14, 2024
EDWARD JONES
RIA
CRD#: 250
BETHESDA, MD
Past
July 19, 2024 - November 14, 2024
EDWARD JONES
BD
CRD#: 250
BETHESDA, MD
Past
January 12, 2023 - February 22, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
SILVER SPRING, MD
Past
January 12, 2023 - February 22, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
SILVER SPRING, MD
Past
March 26, 2019 - January 13, 2022
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
SILVER SPRING, MD
Past
February 19, 2019 - January 13, 2022
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
SILVER SPRING, MD
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
Maryland(5/13/2025)
IAR
Maryland(5/13/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/6/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 2/19/2019
Investment Company Products/Variable Contracts Representative ExaminationGeneral 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)
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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.
