Unclaimed Profile

Zachary D Shroyer

WNY ASSET MANAGEMENT, LLC·WILLIAMSVILLE, New York

SIE, Series 7TO, Series 66Clean record4 years registeredWNY ASSET MANAGEMENT, LLC

6500 SHERIDAN DRIVE, SUITE 200, WILLIAMSVILLE, NY 14221CRD# 7203030Firm CRD# 153872

Profile Verification

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

Identity

Zachary D Shroyer · WILLIAMSVILLE, NY

Registration

CRD #7203030 · WNY ASSET MANAGEMENT, LLC · 4 years registered

Brand Profile

Not yet started

Career History

WNY ASSET MANAGEMENT, LLC

Aug 2022 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 66

Registration record

First registered · August 15, 2022

Years registered · 4

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

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Frequently Asked Questions

What services does Zachary D Shroyer offer?

Zachary D Shroyer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILLIAMSVILLE, New York for a consultation.

What are Zachary D Shroyer's credentials?

Zachary D Shroyer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Zachary D Shroyer located?

Zachary D Shroyer 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 Zachary D Shroyer charge for services?

Zachary D Shroyer'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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