Zachary
Shroyer

Wny Asset Management, LLC

CRD#7203030
Investment Advisor
in Buffalo, NY

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About this Advisor

Zachary Shroyer is a financial advisor operating in Buffalo, New York with 1 year of industry experience. Shroyer is an employee of Wny Asset Management, LLC. Throughout their career, they have worked at Brock, Schecter & Polakoff, Llp, Chiampou, Travis, Besaw & Kershner, Llp, Wny Asset Management, Cadaret Grant & Co., Inc, Wny Asset Management, LLC and School / Enjoying Summer Before Job. Shroyer has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in New York. Wny Asset Management, LLC is a company operating out of Buffalo, NY. The firm has offices in two locations and a total of 31 financial advisors. It has $1 billion in assets under management across its 6,476 client accounts, making it one of the larger investment advisory firms in the nation by assets under management. The firm provides financial advice to 10 charities and foundations. Of its 6,476 customer accounts, just 9% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Wny Asset Management, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fee types charged by Wny Asset Management, LLC likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

Zachary Shroyer Work History

Zachary has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Wny Asset Management, LLC

2021 - Present (3 years)

Cadaret Grant & Co., Inc

2019 - Present (5 years)

Wny Asset Management

2015 - 2019 (4 years)

Brock, Schecter & Polakoff, Llp

2013 - 2015 (2 years)

Chiampou, Travis, Besaw & Kershner, Llp

2013 - 2013 (< 1 year)

School / Enjoying Summer Before Job

*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 Zachary Shroyer 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
Eugene O'Connor
Buffalo, NY
Laureen Syta
Buffalo, NY
William Mistretta
Buffalo, NY
Judy Sescil
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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