Zachary
Shroyer
Wny Asset Management, LLC
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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Wny Asset Management, LLC Brokerage Details
$1,106,305,725
31
6,476
$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
Zachary Shroyer Work History
Zachary has been registered as a financial advisor for 1 years.*
Wny Asset Management, LLC
Cadaret Grant & Co., Inc
Wny Asset Management
Brock, Schecter & Polakoff, Llp
Chiampou, Travis, Besaw & Kershner, Llp
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
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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