Wny Asset Management, LLC
Wny Asset Management, LLC (CRD# 153872) is a financial advisory firm headquartered in Williamsville, NY. They manage $818,341,367 in 5,334 accounts and serve the financial needs of clients across 18 states (or territories).
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Total Assets Under Management818MILLION
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Total Number of Accounts5,334ACCOUNTS
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Average Account Value$153,420
- 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, CO, FL, GA, LA, MA, MI, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA
Debra Brown (CRD# 6274478) is an Investment Advisor Representative working at Wny Asset Management, LLC in Williamsville, NY and has over 6 years of experience in the finance industry. Debra Brown 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.
Robert Castiglione (CRD# 2909739) is an Investment Advisor Representative working at Wny Asset Management, LLC in Williamsville, NY and has over 22 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.
Ronald Lojacono (CRD# 2140646) is an Investment Advisor Representative working at Wny Asset Management, LLC in Williamsville, NY and has over 29 years of experience in the finance industry. Ronald Lojacono 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.
Eugene O'connor (CRD# 1834776) is an Investment Advisor Representative working at Wny Asset Management, LLC in Williamsville, NY and has over 28 years of experience in the finance industry. Eugene O'connor 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.
Evan Wardner (CRD# 1178366) is an Investment Advisor Representative working at Wny Asset Management, LLC in Williamsville, NY and has over 35 years of experience in the finance industry. Evan Wardner 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.
David Jarosz (CRD# 2623087) is an Investment Advisor Representative working at Wny Asset Management, LLC in Williamsville, NY and has over 25 years of experience in the finance industry.
John Pieroni (CRD# 3027420) is an Investment Advisor Representative working at Wny Asset Management, LLC in Williamsville, NY and has over 22 years of experience in the finance industry. John Pieroni 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.