Unclaimed Profile

Thomas Scott Duerr

WNY ASSET MANAGEMENT, LLC·WILLIAMSVILLE, New York

Clean 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

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

WNY ASSET MANAGEMENT, LLC

AUM

$1.3B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2780512

Firm CRD# 153872

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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