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Thomas Scott Duerr

WNY ASSET MANAGEMENT, LLC·WILLIAMSVILLE, New York
Unclaimed Profile
6500 SHERIDAN DRIVE, SUITE 200, WILLIAMSVILLE, NY 14221CRD# 2780512Firm CRD# 153872
01

About

Thomas Scott Duerr 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# 2780512
Firm CRD# 153872
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Thomas Scott Duerr offer?
Thomas Scott Duerr specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILLIAMSVILLE, New York for a consultation.
What are Thomas Scott Duerr's credentials?
Thomas Scott Duerr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Scott Duerr located?
Thomas Scott Duerr 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 Thomas Scott Duerr charge for services?
Thomas Scott Duerr'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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