Winthrop Partners - Wny, LLC

Winthrop Partners - Wny, LLC (CRD# 282100) is a financial advisory firm headquartered in Buffalo, NY. They manage $114,858,046 in 241 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    115
    MILLION
  • Total Number of Accounts
    241
    ACCOUNTS
  • Average Account Value
    $476,589
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
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NH, NY, PA, TN, TX

Financial Advisors at Winthrop Partners - Wny, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Thomas J. Saunders
CRD#: 2854359
835 Washington Street, Suite 118, Buffalo, NY 14203
93
Wealthminder
score

Thomas Saunders (CRD# 2854359) is an Investment Advisor Representative working at Winthrop Partners - Wny, LLC in Buffalo, NY and has over 21 years of experience in the finance industry.

2
Ryan Carney
CRD#: 6559045
111 Genesee Street, Suite 300, Buffalo, NY 14203
89
Wealthminder
score

Ryan Carney (CRD# 6559045) is an Investment Advisor Representative working at Winthrop Partners - Wny, LLC in Buffalo, NY and has over 2 years of experience in the finance industry.

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