Unclaimed Profile

Ronald Marc Lojacono

WNY ASSET MANAGEMENT, LLC·WILLIAMSVILLE, New York

SIE, Series 6, Series 7, Series 63, Series 65CFPClean record10 years registeredWNY ASSET MANAGEMENT, LLC

6500 SHERIDAN DRIVE, SUITE 200, WILLIAMSVILLE, NY 14221CRD# 2140646Firm CRD# 153872

Profile Verification

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

Identity

Ronald Marc Lojacono · WILLIAMSVILLE, NY

Registration

CRD #2140646 · WNY ASSET MANAGEMENT, LLC · 10 years registered

Brand Profile

Not yet started

Career History

WNY ASSET MANAGEMENT, LLC

Oct 2015 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · October 23, 2015

Years registered · 10

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

View all advisors at WNY ASSET MANAGEMENT, LLC →

Introduction

Speak with Ronald

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

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

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 Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Ronald Marc Lojacono offer?

Ronald Marc Lojacono specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILLIAMSVILLE, New York for a consultation.

What are Ronald Marc Lojacono's credentials?

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

Where is Ronald Marc Lojacono located?

Ronald Marc Lojacono 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 Ronald Marc Lojacono charge for services?

Ronald Marc Lojacono'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →