Wesbanco Securities, Inc.

Overview

Wesbanco Securities, Inc. is a Broker Dealer and registered investment adviser based in Saint Clairsville, OH, registered since 1997. It reports $286M in assets under management across 1,627 accounts, with 110 employees. Its 94 registered representatives work across 47 branch offices in 6 states.

Reported AUM

$286M

Discretionary

64%

Accounts

1,627

Average account

$176K

Employees

110

Registered reps

94

Branch offices

47

Registered since

1997

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets. Sponsors a wrap fee program.

Products and services

• Corporate Bonds
• Insurance
• Investment Advisory Services
• Municipal Securities Broker
• Mutual Fund/Retailer
• Mutual Funds
• Retirement/Pension Products
• Stock
• Variable Life Insurance & Annuities

Executive officers 3 of 9

• Lisa Finkelstein Stavsky Managing Director, President, Chief Executive Officer CRD 1749197
• James Robert Herberger II Financial Operations Principal, Fin-Op CRD 5890583
• Rose Lynn Wilson Chief Compliance Officer, Managing Director of Compliance, Director CRD 4072715

6 more executive officers, with direct contact details

Registered reps 3 of 94

• Sharon J Aller Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4576396
• Kristine Louise Bauer Insurance Agent · Registered Rep CRD 5777047
• Robert Becerra Registered Rep CRD 2846108

91 more registered reps, with emails, phones and branch locations

Location

Headquarters

135 W Main St
Saint Clairsville, OH 43950

County

Belmont

Metro area

Wheeling, WV-OH

Region

Midwest

Branch offices

47 in 6 states, including Columbus, OH, Morgantown, WV and Wheeling, WV

Registrations

• SEC registered, corporation formed in Ohio
• Registered in 28 jurisdictions
• Website: wesbanco.com/invest/brokerage

Every state, with registration dates

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