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Co-Managing Member and CIO · Winthrop Partners - EPA, LLC

Robert B. Werner

CRD 4910211 · Named on Form ADV at 3 SEC-registered advisers

At a glance

Winthrop Partners - EPA, LLC, an SEC-registered wealth manager based in Orchard, NY with $82 million in regulatory assets, lists Robert B. Werner on its Form ADV as Co-Managing Member and CIO, a control person. The SEC filings also name Robert at 2 other registered advisers.

Firms and roles

AtlasMembers

Robert’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
3 firmsLocked
Control-person status
3 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.