John
Pieroni

Wny Asset Management, LLC

CRD#3027420
Investment Advisor
in Buffalo, NY

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About this Advisor

John Pieroni is a certified financial planner working in Buffalo, New York with 2 years of industry experience. Pieroni works at Wny Asset Management, LLC. During their career, Pieroni has held roles at Cadaret, Grant & Co., Inc and Wny Asset Management LLC. Pieroni maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in New York and Texas. Wny Asset Management, LLC is a registered investment business that has its headquarters in Buffalo, NY. The investment advisory business has offices in two locations and a total of 31 employees. It has $1 billion in total assets between its 6,476 customer accounts, making it one of the bigger financial advisory firms in the country by assets under management. The firm provides services to 10 charitable organizations. Of its 6,476 customer accounts, just 9% are held by high-net-worth investors who have at least $1 million in assets. Wny Asset Management, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. A financial advisor's fees largely vary depending on which services the firm provides the client. Fee types billed by Wny Asset Management, LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

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

John Pieroni Work History

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

2010 - Present (14 years)

Wny Asset Management LLC

2001 - Present (23 years)

Cadaret, Grant & Co., Inc

2001 - Present (23 years)

Wny Asset Management 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 John Pieroni 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
Judy Sescil
Buffalo, NY
William Mistretta
Buffalo, NY
Daniel Gartland
Buffalo, NY
Debra Brown
Buffalo, NY
Michael Workley
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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