Wny Asset Management, LLC

Wny Asset Management, LLC (CRD# 153872) is a financial advisory firm headquartered in Williamsville, NY. They manage $339,982,731 in 3,962 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    340
    MILLION
  • Total Number of Accounts
    3,962
    ACCOUNTS
  • Average Account Value
    $85,811
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
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.

AZ, CA, CO, FL, NC, NY, PA, TX, VA

Financial Advisors at Wny Asset Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Robert A. Castiglione
CRD#: 2909739
6500 Sheridan Drive, Suite 200, Williamsville, NY 14221
96
Wealthminder
score

Robert Castiglione (CRD# 2909739) is an Investment Advisor Representative working at Wny Asset Management, LLC in Williamsville, NY and has over 19 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.

2
Ronald M. Lojacono
CRD#: 2140646
6500 Sheridan Drive, Suite 200, Williamsville, NY 14221
96
Wealthminder
score

Ronald Lojacono (CRD# 2140646) is an Investment Advisor Representative working at Wny Asset Management, LLC in Williamsville, NY and has over 26 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.

3
Eugene P. O'connor
CRD#: 1834776
6500 Sheridan Drive, Suite 200, Williamsville, NY 14221
96
Wealthminder
score

Eugene O'connor (CRD# 1834776) 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. 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.

4
Joseph P. Starinsky
CRD#: 1174546
6500 Sheridan Drive, Suite 200, Williamsville, NY 14221
96
Wealthminder
score

Joseph Starinsky (CRD# 1174546) is an Investment Advisor Representative working at Wny Asset Management, LLC in Williamsville, NY and has over 17 years of experience in the finance industry.

5
Evan S. Wardner
CRD#: 1178366
6500 Sheridan Drive, Suite 200, Williamsville, NY 14221
96
Wealthminder
score

Evan Wardner (CRD# 1178366) is an Investment Advisor Representative working at Wny Asset Management, LLC in Williamsville, NY and has over 32 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.

6
Debra A. Ishman
CRD#: 6274478
6500 Sheridan Drive, Suite 200, Williamsville, NY 14221
89
Wealthminder
score

Debra Ishman (CRD# 6274478) is an Investment Advisor Representative working at Wny Asset Management, LLC in Williamsville, NY and has over 3 years of experience in the finance industry.

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