David
Jarosz

Wny Asset Management, LLC

CRD#2623087
Investment Advisor
in Buffalo, NY

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About this Advisor

David Jarosz is a financial advisor operating out of Buffalo, New York who has 2 years of industry experience. Jarosz is currently employed by Wny Asset Management, LLC. During their career, Jarosz has held roles at Morlock & Company, LLC, Cadaret, Grant & Co., Inc, Wny Asset Management and Wny Asset Management, LLC. Jarosz maintains a Series 63 license, certifying them as a securities broker, and is registered to advise clients in New York and Texas. Wny Asset Management, LLC is a company operating out of Buffalo, NY. The investment advisory business has offices in two locations and a total of 31 advisors. It oversees $1 billion in assets between its 6,476 accounts, placing it among the bigger firms in the nation by assets under management. The firm advises 10 charitable organizations. Of its 6,476 client accounts, just 9% are associated with high-net-worth clients who have at least $1 million in investable assets. Wny Asset Management, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. A financial advisor's fees vary depending on which services are provided. However, fee types charged by Wny Asset Management, LLC may include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6500 Sheridan Drive, Suite 200
Buffalo, NY 14221

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Wny Asset Management, LLC Brokerage Details

Total Assets Under Management

$1,106,305,725

NY Average: $7,464,549,021
Total Number of Employees

31

NY Average: 88
Total Number of Accounts

6,476

NY Average: 3,892
Average Account Size

$170,832

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops

David Jarosz Work History

David has been registered as a financial advisor for 2 years.*

2017 - Present (7 years)

Wny Asset Management

2017 - Present (7 years)

Wny Asset Management, LLC

2004 - Present (20 years)

Cadaret, Grant & Co., Inc

2004 - 2017 (13 years)

Morlock & Company, LLC

2001 - 2017 (16 years)

Morlock & Company, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of David Jarosz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wny Asset Management, LLC

Zachary Shroyer
Buffalo, NY
Laureen Syta
Buffalo, NY
Eugene O'Connor
Buffalo, NY
William Mistretta
Buffalo, NY
Judy Sescil
Buffalo, NY
Daniel Gartland
Buffalo, NY
Michael Workley
Buffalo, NY
Debra Brown
Buffalo, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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