AdvisorOS Directory
Claim Profile
Unclaimed Profile
AO

Anthony Joseph Ogorek

OGOREK WEALTH MANAGEMENT, LLC·WILLIAMSVILLE, New York
Clean recordOGOREK WEALTH MANAGEMENT, LLC
SHERIDAN MEADOWS CORPORATE PARK NORTH, WILLIAMSVILLE, NY 14221-4842CRD# 1037206Firm CRD# 105707

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Anthony Joseph Ogorek · WILLIAMSVILLE, NY
Registration
CRD #1037206 · OGOREK WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Anthony Joseph Ogorek is a registered financial advisor based in WILLIAMSVILLE, New York, affiliated with OGOREK WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Anthony

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Anthony is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
OGOREK WEALTH MANAGEMENT, LLC
OGOREK WEALTH MANAGEMENT, LLC
AUM
$469M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at OGOREK WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1037206
Firm CRD# 105707
View on FINRA BrokerCheck →

Looking for a financial advisor in WILLIAMSVILLE?

Browse all registered financial advisors in WILLIAMSVILLE, New York or claim this profile if it's yours.

Browse WILLIAMSVILLE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Anthony Joseph Ogorek offer?
Anthony Joseph Ogorek specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILLIAMSVILLE, New York for a consultation.
What are Anthony Joseph Ogorek's credentials?
Anthony Joseph Ogorek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anthony Joseph Ogorek located?
Anthony Joseph Ogorek is based in WILLIAMSVILLE, New York, working with OGOREK WEALTH MANAGEMENT, LLC. Their office serves clients in the WILLIAMSVILLE metropolitan area and surrounding communities.
How does Anthony Joseph Ogorek charge for services?
Anthony Joseph Ogorek's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OGOREK WEALTH MANAGEMENT, LLC?
OGOREK WEALTH MANAGEMENT, LLC has approximately 8 employees and manages $469M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at OGOREK WEALTH MANAGEMENT, LLC

Jeffrey Harold Viksjo
WILLIAMSVILLE, NY

More Advisors in WILLIAMSVILLE, New York

Joshua Burch Heims
LINCOLN SPARROW ADVISORS, LLC·WILLIAMSVILLE, NY
Charles Martin Fadale
DOPKINS WEALTH MANAGEMENT, LLC·WILLIAMSVILLE, NY
Scott Michael Mccarthy
CAMBRIDGE ADVISORS, LLC·WILLIAMSVILLE, NY
George Peter Harris
BENTHAM WEALTH ADVISORS INC·WILLIAMSVILLE, NY
Robert Emmett Pollock
DOPKINS WEALTH MANAGEMENT, LLC·WILLIAMSVILLE, NY
Joseph Boniface Fornasiero
DOPKINS WEALTH MANAGEMENT, LLC·WILLIAMSVILLE, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)BUFFALO (132)BROOKLYN (131)ALBANY (124)RYE (123)NEW YORK CITY (113)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile