Winthrop Partners - Wny, LLC

Winthrop Partners - Wny, LLC (CRD# 282100) is a financial advisory firm headquartered in Buffalo, NY. They manage $148,104,026 in 277 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
295 Main Street, Suite 840, Buffalo, NY 14203
https://www.linkedin.com/company/18298050/
By the Numbers
  • Total Assets Under Management
    148
    MILLION
  • Total Number of Accounts
    277
    ACCOUNTS
  • Average Account Value
    $534,672
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
The map below shows states where this firm has explicit registration only.

CA, FL, NY, PA

Financial Advisors at Winthrop Partners - Wny, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Ryan Carney, financial advisor Buffalo NY
Ryan Carney
CRD#: 6559045
295 Main Street, Suite 840, Buffalo, NY 14203

Ryan Carney (CRD# 6559045) is an Investment Advisor Representative working at Winthrop Partners - Wny, LLC in Buffalo, NY and has over 8 years of experience in the finance industry.

2
Thomas Saunders, financial advisor Buffalo NY
Thomas J. Saunders
CRD#: 2854359
295 Main Street, Suite 840, Buffalo, NY 14203

Thomas Saunders (CRD# 2854359) is an Investment Advisor Representative working at Winthrop Partners - Wny, LLC in Buffalo, NY and has over 27 years of experience in the finance industry.

3
Jennifer Roberts, financial advisor Buffalo NY
Jennifer D. Roberts
CRD#: 2490363
295 Main Street, Suite 840, Buffalo, NY 14203

Jennifer Roberts (CRD# 2490363) is an Investment Advisor Representative working at Winthrop Partners - Wny, LLC in Buffalo, NY and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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