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Leonard John Zablonski

Wny Asset Management, LLC

Williamsville, NY

CRD 4312806

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Employer firm

Wny Asset Management, LLC CRD 153872

$1.73B regulatory AUM 8 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Wny Asset Management, Llc

6500 Sheridan Drive, Suite 200, Williamsville, NY 14221 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-11-30
  • NY RA
    APPROVED
    Since 2021-11-30

Branch Locations

6500 Sheridan Drive, Suite 200, Williamsville, NY 14221 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Leonard J. Zablonski Jr. Cpa Arcade NY 01/1992 Present
Cadaret, Grant & Co., Inc. Williamsville NY 11/2000 Present
Wny Asset Management Llc Williamsville NY 08/2010 Present
  • 01/1992 → Present
    Leonard J. Zablonski Jr. Cpa
    Arcade, NY
  • 11/2000 → Present
    Cadaret, Grant & Co., Inc.
    Williamsville, NY
  • 08/2010 → Present
    Williamsville, NY
Other Businesses

1. LEONARD ZABLONSKI JR. CPA; OWNER; 160 HRS PER MONTH, 120 DURING MARKET; NON-INVESTMENT RELATED; 2. WNY ASSET MANAGEMENT; SOLICITOR; LESS THAN ONE HOUR PER MONTH DURING TRADING; INVESTMENT RELATED 3. CADARET, GRANT & CO., INC.; BROKER; LESS THAN ONE HOUR PER MONTH DURING TRADING; INVESTMENT RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-29
S63 Uniform Securities Agent State Law Examination 2001-05-22
  • S65 Uniform Investment Adviser Law Examination
    2021-11-29
  • S63 Uniform Securities Agent State Law Examination
    2001-05-22
Other Names
  • Leonard J Zablonski
  • Leonard John Zablonski, Jr.

View on SEC IAPD

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