Wayne Strout

06/25/2008

After completion of his Series 7 and 66 licensing tests, Scott joins the firm as Financial Advisor, Investment Adviser Representative and Vice President of WS Wealth Managers, Inc. His addition to the firm will substantially increase the firm's capacity to serve more clients and he provides a path toward continuity in client service for another generation.

05/07/08

Wayne and Carol say thanks to all the 100+ clients who have trusted the new business with their investment assets. In the first two months, assets under care have exceeded the figure reached by Wayne during his first two years at the previous firm.

5/6/08
The registraton of WS Wealth Managers, Inc. with the SEC as an investment adviser became effective on Friday, May 2, 2008. More info is available to the public at www.adviserinfo.sec.gov.

3/12/08

New Office is open and ready for business! Please call for an appointment. 

2/20/08

Wayne Strout dba WS Wealth Managers and WS Wealth Managers, Inc. have rented 1100 square feet of prime office space in the Shrewsbury Professional Building, Suite 230, 73 E Forrest Ave, Shrewsbury, PA  17361.  The building is located in between Wendy's and M&T Bank. The new office is expected to be open by March 12, 2008.

2/20/08
Wayne Strout--"In forming our new firm, I wanted to be sure that we created the best business structure for clients. Registered Invesment Advisors, regulated by the SEC and Financial Planners charge for advice but do not typically charge commissions. Brokers, regulated by FINRA, charge commissions, but typically do not charge for advice. RIA's act according to a Fiduciary Standard of Care, while Brokers must recommend only Suitable investments. Our new firm will be a 'hybrid' that will be able (pending all regulatory approvals on State and Federal levels) to operate as an RIA for those that choose that model as well as an Independent Contractor Registered Representative of a Broker Dealer. We chose to work with Glen Eagle Advisors LLS because of CEO John Michel's, and Director of Compliance Bob Les's background and experience with Merrill in operations and we chose Pershing for clearing/custody because of the Bank of New York Mellon Corporation's reputation and history dating back to 1784 when it was founded by Alexander Hamilton."

http://online.wsj.com/public/article/SB119957758126470343.html?mod=sunday_journal_primary_hs

2/20/08