AdvisorOS Directory
Claim Profile
RL

Ronald Marc Lojacono

WNY ASSET MANAGEMENT, LLC·WILLIAMSVILLE, New York
Unclaimed Profile
6500 SHERIDAN DRIVE, SUITE 200, WILLIAMSVILLE, NY 14221CRD# 2140646Firm CRD# 153872
01

About

Ronald Marc Lojacono 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# 2140646
Firm CRD# 153872
No disclosures on file
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

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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 →
Other advisors in WILLIAMSVILLE
Gregory Joseph Urban — DOPKINS WEALTH MANAGEMENT, LLCAnthony Joseph Ogorek — OGOREK WEALTH MANAGEMENT, LLCJoseph Boniface Fornasiero — DOPKINS WEALTH MANAGEMENT, LLCDaniel David Neiman — INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLCAlbert Angelo Nigro — DOPKINS WEALTH MANAGEMENT, LLC
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile