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).
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Total Assets Under Management340MILLION
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Total Number of Accounts3,962ACCOUNTS
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Average Account Value$85,811
- 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
AZ, CA, CO, FL, NC, NY, PA, TX, VA
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.
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.
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.
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.
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.
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.