John Lunghino, financial advisor Amherst NY

John Lunghino

CRD Number: 2400782
Current Firm: Wny Asset Management, LLC

John Lunghino (CRD# 2400782) is an Investment Advisor Representative working at Wny Asset Management, LLC in Amherst, NY and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Western Ny Asset Management Amherst, NY Dec 2017 - Current 6
Cadaret, Grant & Company, Inc. Amherst, NY Dec 2017 - Current 6
Wny Asset Management, LLC Amherst, NY Dec 2017 - Current 6
John M. Lunghino, Cpa Amherst, NY Jan 1985 - Current 39
Cambridge Ir Des Moines, IA Aug 2013 - Dec 2017 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1993
S66 NASAA Uniform Combined State Law Examination Dec 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for John M. Lunghino
Phone Number: 716-626-0060
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    1,106
    MILLIONS
  • Total Number of Accounts
    6,476
    ACCOUNTS
  • Average Account Value
    $170,832
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, DE, FL, GA, IL, LA, MA, MD, MI, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA

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