What departments does WNY Asset Management have?

WNY Asset Management has employees across 5 departments including Operations, Finance, Analytics, Administrative, Customer Success.

What is the largest department at WNY Asset Management?

The largest department at WNY Asset Management is Operations with 3 employees.

Where are WNY Asset Management employees located globally?

WNY Asset Management has employees across 1 continents and 1 countries including United States Of America.

How has WNY Asset Management's team size changed over time?

WNY Asset Management's team has decreased from approximately 24 to 23 employees based on available data.

WNY Asset Management Employee Directory

Financial ServicesNew York, United States11-50 Employees

Anyone can make promises. At WNY Asset Management, we have been helping make our clients’ dreams come true since 1994, by providing relevant, high-quality financial advice that can help you build – and preserve – your wealth.

We take a holistic approach, drawing on our decades of hands-on experience as well as our strong relationships with CPAs, attorneys and other advisors who you already trust. Our financial planners take the time to discover your aspirations and expectations, and then work with you to make the decisions that are right for you and your loved ones.

With more than 75 years of combined experience, we provide you with a customized investment strategy to meet your financial objectives based on your individual goals, needs and tolerance for risk. Our solutions for your investment strategies are non-proprietary and unique. We understand that no two clients are alike, and we have built our firm on developing financial plans designed to meet – and exceed – our clients’ goals.

Disclosures:
http://www.wnyasset.com/disclosures/
Third-party posts do not reflect the views of Cadaret, Grant and have not been reviewed by Cadaret, Grant for completeness or accuracy.
Securities and advisory services offered through Cadaret, Grant & Co., Inc., Member FINRA/SIPC. Advisory Services are offered through WNY Asset Management, LLC, a SEC Registered Investment Advisory Firm. Broker Dealer services are offered through Cadaret, Grant & Co. Inc. Member FINRA/SIPC. WNY Asset Management LLC, CPA Financial Network & Cadaret, Grant are separate entities.

Find WNY Asset Management employees' phone numbers or email addresses

WNY Asset Management Global Highlights

North America
44

United States Of America
44

WNY Asset Management's Leadership

N. S.
Cio And Coo
Mobile Phone
Email
Z. S.
Chief Financial Officer
Mobile Phone
Email
A. W.
Chief Financial Officer
Mobile Phone
Email
P. L.
President Spectrum Wealth Management
Mobile Phone
Email
J. P.
Managing Partner
Mobile Phone
Email
R. L.
Partner
Mobile Phone
Email
R. C.
Partner
Mobile Phone
Email
B. W.
Owner
Mobile Phone
Email

WNY Asset Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Accounting
Business
Retail
Other

Contact profiles from WNY Asset Management

Name

Title

Contact Info

Location

Last Update

M. B.
Client Services Administrator/Operations Administrator
Mobile Phone
Email
United StatesNew York
Feb 12, 2026
L. F.
Client Service Associate
Mobile Phone
Email
United StatesNew York
Feb 12, 2026
M. A.
Operations Associate
Mobile Phone
Email
United StatesNew York
Feb 12, 2026
A. S.
Client Service Associate
Mobile Phone
Email
United StatesNew York
Feb 12, 2026
J. T.
Client Service Associate
Mobile Phone
Email
Oct 22, 2024
J. D. H.
Client Service Associate
Mobile Phone
Email
United StatesNew York
Aug 02, 2024
J. H.
Client Service Associate
Mobile Phone
Email
United StatesNew York
Oct 21, 2024
J. O.
Front Office Administrator
Mobile Phone
Email
Oct 22, 2024
J. J.
Client Service Associate-Spectrum Wealth Management Team
Mobile Phone
Email
Oct 17, 2024
M. B.
Client Service Associate
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is WNY Asset Management known for?

WNY Asset Management was founded in 1994 operates in the Financial Services industry. The company's main headquarters is located in 6500 Sheridan Drive Suite 200 Williamsville, New York 14221 United States; you can contact the main corporate office by phone at

+1-716-626-****

. Explore WNY Asset Management's company overview page for more information.

What is WNY Asset Management's most common email format?

WNY Asset Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more WNY Asset Management email formats with LeadIQ.

How many employees does WNY Asset Management have currently?

WNY Asset Management has approximately 24 employees as of March 2026. These team members are located across 1 continents, including North America.

Who are WNY Asset Management's key employees and leadership?

As of March 2026, WNY Asset Management's key employees include:

Cio And Coo: N. S.
Chief Financial Officer: Z. S.
Chief Financial Officer: A. W.
President Spectrum Wealth Management: P. L.
Managing Partner: J. P.

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