Lisa Stavsky is a registered investment advisor at Wesbanco Securities, INC., based in Wheeling, WV, with 34 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 842 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
Wesbanco Securities Inc, 1 Bank Plaza, Wheeling, WV, 26003
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Lisa's husband and son formed Stavsky Rentals LLC to invest in real estate, but she has no financial interest or time commitment to it. She also serves in unpaid positions for the Ohio Foundation of Independent Colleges, the Columbus Jewish Historical Society, and Beth Jacob Sisterhood, dedicating minimal time to each.
Employment History
Current Registrations
Wesbanco Securities, INC.Broker
Wesbanco Securities, INC.
Previous Registrations
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
PNC InvestmentsBroker
PNC Investments
Natcity Investments, INC.
Natcity Insurance Services, INC.Broker
Liberty Securities CorporationBroker
Independent Financial Securities, INC.Broker
Natcity Investments, INC.Broker
National City Investments CorporationBroker
Alex. Brown & Sons IncorporatedBroker
Balis & Zorn INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.