Robert Castiglione, financial advisor Williamsville NY

Robert Castiglione

CRD Number: 2909739
Current Firm: Wny Asset Management, LLC

Robert Castiglione (CRD# 2909739) is an Investment Advisor Representative working at Wny Asset Management, LLC in Williamsville, NY and has over 24 years of experience in the finance industry. Robert Castiglione has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wny Asset Management LLC Williamsville, NY Dec 2010 - Current 11
Cadaret Grant Williamsville, NY Feb 2004 - Current 18
Wny Asset Mgmt Williamsville, NY Feb 2004 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1998
S65 NASAA Investment Advisors Law Examination Jul 2010
Contact Info for Robert A. Castiglione
Phone Number: 716-626-0060
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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