Unclaimed Profile

Robert A. Castiglione

WNY ASSET MANAGEMENT, LLC·WILLIAMSVILLE, New York

SIE, Series 7, Series 24, Series 55, Series 57TO, Series 63, Series 65CFPClean record15 years registeredWNY ASSET MANAGEMENT, LLC

6500 SHERIDAN DRIVE, SUITE 200, WILLIAMSVILLE, NY 14221CRD# 2909739Firm CRD# 153872

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert A. Castiglione · WILLIAMSVILLE, NY

Registration

CRD #2909739 · WNY ASSET MANAGEMENT, LLC · 15 years registered

Brand Profile

Not yet started

Career History

WNY ASSET MANAGEMENT, LLC

Dec 2010 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 55

Series 57TO

Series 63

Series 65

Registration record

First registered · December 13, 2010

Years registered · 15

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WNY ASSET MANAGEMENT, LLC

CRD 153872 · SEC 801-71632

AUM

$1.3B

Regulatory assets under management

Employees

6,654 client accounts

Services offered by WNY ASSET MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

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Introduction

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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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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