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WNY ASSET MANAGEMENT, LLC
WNY ASSET MANAGEMENT, LLC
WILLIAMSVILLE, New York
·
7 registered advisors
·
CRD# 153872
SEC# 801-71632
2
716-626-0060
01
Firm Overview
AUM
$1.3B
Regulatory assets under management
Employees
39
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at WNY ASSET MANAGEMENT, LLC
7 registered advisors
John Anthony Pieroni
WILLIAMSVILLE, New York
CRD# 3027420
Nicholas M Scibilia
WILLIAMSVILLE, New York
CRD# 5308820
Robert A. Castiglione
WILLIAMSVILLE, New York
CRD# 2909739
Ronald Marc Lojacono
WILLIAMSVILLE, New York
CRD# 2140646
Thomas Scott Duerr
WILLIAMSVILLE, New York
CRD# 2780512
Tina Marie Harman
WILLIAMSVILLE, New York
CRD# 7066808
Zachary D Shroyer
WILLIAMSVILLE, New York
CRD# 7203030
05
Office Locations
WILLIAMSVILLE, New York
7 advisors
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Data sourced from SEC Form ADV filings. WNY ASSET MANAGEMENT, LLC (CRD# 153872) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.