← Tributary

WESBANCO SECURITIES, INC.

ST CLAIRSVILLE, OH · CRD 43276 · IAPD ↗ · 8003683369

$285.9MRegulatory AUM
42Advisory reps
110Employees
0Clients
26-50Planning clients
0Private funds
25States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

72
April 2026 — WESBANCO SECURITIES, INC. reported RAUM up 72% ($166.5M -> $285.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
82
April 2026 — WESBANCO SECURITIES, INC. grew from 28 to 42 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
December 2025 — WESBANCO SECURITIES, INC. notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2025 — WESBANCO SECURITIES, INC. reported RAUM up 25% ($132.7M -> $166.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — WESBANCO SECURITIES, INC. grew from 23 to 28 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
October 2024 — WESBANCO SECURITIES, INC. notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
May 2024 — WESBANCO SECURITIES, INC. notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.