Wny Asset Management, LLC
Wny Asset Management, LLC (CRD# 153872) is a financial advisory firm headquartered in Williamsville, NY. They manage $1,297,442,303 in 6,654 accounts and serve the financial needs of clients across 21 states (or territories).
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Total Assets Under Management1,297MILLION
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Total Number of Accounts6,654ACCOUNTS
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Average Account Value$194,987
- 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, DE, FL, GA, IL, LA, MA, MD, MI, NC, NH, NJ, NV, 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 10 years of experience in the finance industry.
Robert Castiglione (CRD# 2909739) 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.
Ronald Lojacono (CRD# 2140646) 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.
John Lunghino (CRD# 2400782) is an Investment Advisor Representative working at Wny Asset Management, LLC in Amherst, NY and has over 30 years of experience in the finance industry.
Paige Lunghino (CRD# 6602955) is an Investment Advisor Representative working at Wny Asset Management, LLC in Amherst, NY and has over 7 years of experience in the finance industry.
Eugene O'connor (CRD# 1834776) 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.
Stephen Czechowski (CRD# 3126075) 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.
Daniel Gartland (CRD# 6748464) is an Investment Advisor Representative working at Wny Asset Management, LLC in Williamsville, NY and has over 2 years of experience in the finance industry.
Michael Glowny (CRD# 4044494) is an Investment Advisor Representative working at Wny Asset Management, LLC in Williamsville, NY and has over 24 years of experience in the finance industry.
David Jarosz (CRD# 2623087) 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.