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Financial ADVSR advisor directory · SEC adviser records

Wny Asset Management, LLC financial advisors in Williamsville, NY

Every SEC-registered investment adviser representative at a Wny Asset Management, LLC office in Williamsville, A to Z.

The short answer

23 registered advisors work at Wny Asset Management, LLC in Williamsville, out of 25 at the firm nationwide; it ranks number 8 in the city by advisors. 10 list the CFP designation and 17 are also registered broker representatives.

Wny Asset Management, LLC advisors in Williamsville, A to Z

Every Wny Asset Management, LLC advisor →

Wny Asset Management, LLC advisors in other cities

Amherst, NY 1Orchard Park, NY 1

Other firms in Williamsville

All Williamsville advisors →

Equitable Advisors, LLC 95LPL Financial LLC 39Merrill Lynch, Pierce, Fenner & Smith Incorporated 38Morgan Stanley 28Osaic Wealth, Inc. 25RBC Capital Markets, LLC 21Wells Fargo Clearing Services, LLC 21Ameriprise Financial Services, LLC 20Independent Solutions Wealth Management, LLC 20LPL Enterprise, LLC 14Valic Financial Advisors, Inc. 13Cetera Investment Advisers LLC 8

Questions

How many financial advisors does Wny Asset Management, LLC have in Williamsville?

23 investment adviser representatives are registered at Wny Asset Management, LLC offices in Williamsville, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 25 nationwide. 10 list the CFP designation and 17 are also registered as broker representatives.

Is Wny Asset Management, LLC one of the largest advisor employers in Williamsville?

Wny Asset Management, LLC ranks number 8 in Williamsville by registered advisors; Equitable Advisors, LLC has the most, with 95.

How do I check a Wny Asset Management, LLC advisor in Williamsville?

Each advisor below 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. Advisors are listed at the city of the Wny Asset Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.