William Mistretta (CRD# 6613862) is an Investment Advisor Representative working at Wny Asset Management, LLC in Williamsville, NY and has over 2 years of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4690465
Key Investment Services LLC
CRD# 1604730
Lytle Investments
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wny Asset Management, LLC | Williamsville, NY | Jan 2022 - Current | 2 |
| Cadaret, Grant & Company, Inc. | Williamsville, NY | Oct 2021 - Current | 2 |
| Spectrum Wealth Management | Amherst, NY | Aug 2021 - Dec 2021 | < 1 |
| Tronconi Segarra & Associates | Williamsville, NY | Aug 2018 - Aug 2021 | 3 |
| Unemployed | Kenmore, NY | Jun 2018 - Aug 2018 | < 1 |
| Lumsden & Mccormick LLP | Buffalo, NY | Oct 2017 - May 2018 | < 1 |
| Spectrum Wealth Management/ Steven Carmina Cpa | Amherst, NY | Jan 2016 - Oct 2017 | 1 |
| N/a | Amherst, NY | Jun 2015 - Jan 2016 | < 1 |
| Andersen Tax | Old Greenwich, CT | Jan 2015 - Jul 2015 | < 1 |
| Unemployed/student | Williamsville, NY | Aug 2013 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- NY
-
Total Assets Under Management1,297MILLIONS
-
Total Number of Accounts6,654ACCOUNTS
-
Average Account Value$194,987
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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