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).
-
Total Assets Under Management1,297MILLION
-
Total Number of Accounts6,654ACCOUNTS
-
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
Ronald Kotas (CRD# 3130642) 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.
Joseph Mineo (CRD# 4384286) 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.
William Mistretta (CRD# 6613862) 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.
Judith Oun (CRD# 7423094) is an Investment Advisor Representative working at Wny Asset Management, LLC in Williamsville, NY and has 1 year 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 26 years of experience in the finance industry.
Steven Sanders (CRD# 4591976) is an Investment Advisor Representative working at Wny Asset Management, LLC in Williamsville, NY and has over 21 years of experience in the finance industry.
Nicholas Scibilia (CRD# 5308820) is an Investment Advisor Representative working at Wny Asset Management, LLC in Williamsville, NY and has 1 year of experience in the finance industry.
Judy Sescil (CRD# 7422272) is an Investment Advisor Representative working at Wny Asset Management, LLC in Williamsville, NY and has 1 year of experience in the finance industry.
Zachary Shroyer (CRD# 7203030) 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.
Laureen Syta (CRD# 4588767) is an Investment Advisor Representative working at Wny Asset Management, LLC in Williamsville, NY and has over 21 years of experience in the finance industry.