Wesbanco Securities, Inc.

WesBanco Securities, Inc. provides investment advice and portfolio management to individuals (including high‑net‑worth clients), corporations, trusts, estates, and retirement plans; the firm reports roughly $166 million in assets under management, 28 advisors, and about 842 clients. Its offerings include a comprehensive wrap‑fee portfolio management program and access to third‑party managed solutions such as separately managed accounts, unified managed accounts, model portfolios, and mutual fund/ETF‑based wrap options.

The firm’s wrap accounts are primarily nondiscretionary, with financial consultants working with clients to establish objectives, risk tolerance, and ongoing monitoring while clients retain final trading authority; WSI also sponsors discretionary third‑party programs through BNY Mellon Advisors and SEI. WSI uses a mix of analytical methods (fundamental, technical, and charting) and implements strategies ranging from long‑term investing to options writing, and provides tax‑aware and ESG model choices within its platform menu.

WSI is notable among multi‑team advisers for being affiliated with a bank, trust company, and an affiliated broker‑dealer and insurance agency: it is a wholly owned subsidiary of WesBanco, Inc., affiliated with WesBanco Trust and Investment Services and WesBanco Insurance, and its representatives are dually registered as Registered Representatives and, in some cases, licensed insurance agents. Those affiliations, together with a clearing and custodial relationship with Pershing LLC and arrangements to share compensation with third‑party managers, are highlighted in the brochure as sources of potential conflicts of interest and may affect custody and execution recommendations.