Laureen
Syta
Wny Asset Management, LLC
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About this Advisor
Laureen Syta is a certified financial planner who works in Buffalo, New York with 2 years of industry experience. Syta currently works for Wny Asset Management, LLC. Their career trajectory has included roles at Wny Asset Management, Cadaret Grant, Relationship Velocity, Wny Asset Management, LLC and Waring Financial Group. Syta holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and can operate in New York. Wny Asset Management, LLC is a registered investment company based out of Buffalo, NY. The investment advisory business has offices in two locations and a total of 31 advisors. It controls $1 billion in total assets between its 6,476 client accounts, placing it among the larger investment advisory firms in the nation by assets under management. The firm provides services to 10 charitable organizations. Of its 6,476 client accounts, just 9% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The business performs a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. Financial management fee schedules vary depending on which services are offered. Fee types charged by Wny Asset Management, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wny Asset Management, LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$1,106,305,725
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
31
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
6,476
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$170,832
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Laureen Syta Work History
Laureen has been registered as a financial advisor for 2 years.*
Cadaret Grant
Wny Asset Management, LLC
Wny Asset Management
Relationship Velocity
Waring Financial Group
*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 Laureen Syta 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
Buffalo, NY
Buffalo, NY
Buffalo, NY
Buffalo, NY
Buffalo, NY
Buffalo, NY
Buffalo, NY
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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