Financial ADVSR advisor directory · SEC adviser records
Wny Asset Management, LLC financial advisors
Every SEC-registered investment adviser representative at Wny Asset Management, LLC, by the state and city of the office they work from.
25 registered advisors work at Wny Asset Management, LLC, in 1 state and 3 cities; the most are in Williamsville, NY (21). 11 list the CFP designation and 19 are also registered broker representatives.
Search every Wny Asset Management, LLC advisor by name →Who joined and left Wny Asset Management, LLC →Wny Asset Management, LLC: assets, clients and custodians →
Cities with the most Wny Asset Management, LLC advisors
Wny Asset Management, LLC advisors by state
Questions
How many financial advisors does Wny Asset Management, LLC have?
25 investment adviser representatives are registered with Wny Asset Management, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 1 state and 3 cities. 11 list the CFP designation and 19 are also registered as broker representatives.
Where does Wny Asset Management, LLC have the most advisors?
Williamsville, NY, with 21 registered advisors, then Orchard Park, NY (3). By state, New York has the most, with 25.
How do I find a Wny Asset Management, LLC financial advisor near me?
Pick your state below, then your city, to see every Wny Asset Management, LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Wny Asset Management, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →