Joseph Carl Mineo

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/1986 → Present
  Blatner, Mineo, Cpa, Pc
  West Seneca, NY
• 08/2010 → Present
  Wny Asset Management Llc
  Williamsville, NY
• 07/2006 → Present
  Blatner Mineo & Assoc. Cpa Pc
  West Seneca, NY

Other Businesses

1) Blatner & Mineo CPA PC, 2954 Seneca Street, Buffalo, NY 14224 , partner/minority shareholder, 160 per month, 120 during market, non-investment related; 2) City of Tonawanda, 216 Payne Ave, North Tonawanda, NY 1 hour per month, 0 during market, planning board commissioner, non investment related; 3) Canisius HS Alumni Association, Buffalo, NY, voluntarily alumni associate, hours as needed, 0 during market, non investment related 4) Canisius College Alumni Association, Buffalo, NY, voluntary alumni, associate hours as needed, 0 during market, non-investment related; 5) POA of Last Will &Testament Lucy M. McCarthy, 10 hours per month, 0 hours during market, non-investment related ; 6) Erie Surrogate's Court, Buffalo, NY, Special Examiner, 10 hour per month 0 during market, non-investment related 7) WNY Asset Management, Solicitor, less than one hour per month during trading, investment related

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-15
• S63 Uniform Securities Agent State Law Examination
  2001-05-18

Other Names

• Joseph Mineo