Ryan
Carney
Winthrop Partners - Wny, LLC
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About this Advisor
Ryan Carney is a financial advisor operating in Buffalo, New York with 2 years of relevant experience. Carney is currently employed by Winthrop Partners - Wny, LLC. The advisor has gained experience at Bowdoin College, Stereo Advantage, Bowdoin College Economics Department, Fidelity Investments, Axa Advisors, Locust Capital Management and Winthrop Partners - Wny, LLC. Carney maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in New York. Winthrop Partners - Wny, LLC is a registered investment firm that has its headquarters in Buffalo, NY. It has offices in three locations and just four financial advisors. It has $133 million in total assets across its 274 customer accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 274 customer accounts, just 14% are associated with high-net-worth clients who have greater than $1 million in investable assets. Winthrop Partners - Wny, LLC has a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Financial advisory fee schedules typically vary depending on the type of financial services provided. However, fee types charged by Winthrop Partners - Wny, LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Winthrop Partners - Wny, LLC Brokerage Details
$133,137,382
4
274
$485,903
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Ryan Carney Work History
Ryan has been registered as a financial advisor for 2 years.*
Winthrop Partners - Wny, LLC
Locust Capital Management
Axa Advisors
Stereo Advantage
Bowdoin College Economics Department
Fidelity Investments
Bowdoin College
*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 Ryan Carney 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 Winthrop Partners - Wny, LLC
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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