Salvatore Paternico has been an investment adviser representative at W & S Management Services since July 2021, and is not listed among the firm’s executive officers or direct owners.
W & S Management Services, Inc. is a Rochester, NY firm with $166M under management, 487 clients and 4 advisers across 2 offices, as of its March 2026 filing.
Salvatore Paternico, known as Sam, is Advisor at W&S Management Services, Inc. Paternico joined W&S Management Services in the spring of 2021, after nearly a decade at Fidelity and ESL Investment Services LLC.
- – present · 5 yearsRochester, NY · Adviser representative · Firm CRD 127852
Professional designations
Listed by W & S Management Services
- CFP®
Investment adviser representative registrations
Salvatore Paternico is registered as an investment adviser representative in New York, since July 2021.
- New YorkSince 20 July 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 5 July 2022 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 25 August 2014 |
| Series 7 | General Securities Representative Examination | 9 July 2014 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 6316104
- Firm
- W & S Management Services · CRD 127852
- Office
- 470 LONG POND ROAD SUITE 200, Rochester, NY 14612
- Registration
- Investment adviser registration
- In the industry since
- November 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wandsmgmt.com
Where does Salvatore Paternico work?
Salvatore Paternico is an investment adviser representative registered through W & S Management Services, Inc. since July 2021, and is not listed among the firm’s executive officers or direct owners.
Is Salvatore Paternico a financial advisor?
Yes. Salvatore Paternico has a current investment-adviser registration in New York, through W & S Management Services since July 2021.
How many years of experience does Salvatore Paternico have?
Salvatore Paternico has 11 years in the financial industry, since November 2014, across 1 adviser firm.
What exams has Salvatore Paternico passed?
Salvatore Paternico has passed 3 licensing exams: the Series 7, Series 63 and Series 7TO. The earliest, the Series 7, was passed in July 2014. FINRA credited Salvatore Paternico with the SIE, which began in October 2018.
Where is Salvatore Paternico based?
Salvatore Paternico’s registered office is in Rochester, NY.
Is Salvatore Paternico registered with FINRA?
No. Salvatore Paternico has no current broker registration.
Is Salvatore Paternico a CFP?
W & S Management Services lists Salvatore Paternico with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Salvatore Paternico’s record?
Search CRD 6316104 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Salvatore Paternico’s full registration record.