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Robert A. Castiglione

WNY ASSET MANAGEMENT, LLC·WILLIAMSVILLE, New York
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6500 SHERIDAN DRIVE, SUITE 200, WILLIAMSVILLE, NY 14221CRD# 2909739Firm CRD# 153872
01

About

Robert A. Castiglione is a registered financial advisor based in WILLIAMSVILLE, New York, affiliated with WNY ASSET 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
Nonprofits & Foundations
03

Firm Overview

Firm
WNY ASSET MANAGEMENT, LLC
WNY ASSET MANAGEMENT, LLC
AUM
$1.3B
Regulatory assets under management
Employees
39
Total firm employees
View all advisors at WNY ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2909739
Firm CRD# 153872
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert A. Castiglione offer?
Robert A. Castiglione specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILLIAMSVILLE, New York for a consultation.
What are Robert A. Castiglione's credentials?
Robert A. Castiglione is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert A. Castiglione located?
Robert A. Castiglione is based in WILLIAMSVILLE, New York, working with WNY ASSET MANAGEMENT, LLC. Their office serves clients in the WILLIAMSVILLE metropolitan area and surrounding communities.
How does Robert A. Castiglione charge for services?
Robert A. Castiglione's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WNY ASSET MANAGEMENT, LLC?
WNY ASSET MANAGEMENT, LLC has approximately 39 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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