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Thomas Scott Duerr

WNY ASSET MANAGEMENT, LLC·WILLIAMSVILLE, New York
SIE, Series 6, Series 7, Series 26, Series 63Clean recordWNY ASSET MANAGEMENT, LLC
6500 SHERIDAN DRIVE, SUITE 200, WILLIAMSVILLE, NY 14221CRD# 2780512Firm CRD# 153872

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Scott Duerr · WILLIAMSVILLE, NY
Registration
CRD #2780512 · WNY ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 26
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
WNY ASSET MANAGEMENT, LLC
CRD 153872 · SEC 801-71632
AUM
$1.3B
Regulatory assets under management
Employees
39
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 →
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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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Other Advisors at WNY ASSET MANAGEMENT, LLC

Ronald Marc Lojacono
WILLIAMSVILLE, NY
CFP
Zachary D Shroyer
WILLIAMSVILLE, NY
John Anthony Pieroni
WILLIAMSVILLE, NY
CFP
Nicholas M Scibilia
WILLIAMSVILLE, NY
Robert A. Castiglione
WILLIAMSVILLE, NY
CFP

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