Robert A. Castiglione

Current Employers

Employment History

• 02/2004 → 07/2025
  Cadaret Grant
  Williamsville, NY
• 02/2004 → Present
  Wny Asset Mgmt
  Williamsville, NY
• 12/2010 → Present
  Wny Asset Management Llc
  Williamsville, NY
• 07/2025 → Present
  Lpl Financial Llc
  Williamsville, NY

Other Businesses

1- 07/2025 - WNY Tax Planners - Tax Prep/Accounting/CPA - Partner - Investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 2 hours per month/ 0 hours during trading 2- 07/2025 - Specific Solutions - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 02/09/2014 - 1 hour per month/ 0 hours during trading 3- 07/2025 - WNY Asset Management - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 02/09/2014 - 0 hours per month/ 0 hours during trading - I provide investment advisory services through WNY Asset Management, an independent investment advisor firm. I started this business activity in 2/2014. I expect to spend approximately 1 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4-11/25/2025-WNY Asset Management, LLC-Registered Investment Advisor-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 07/16/2025-160hrs/mth-160hrs/mth during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-07-22
• S63 Uniform Securities Agent State Law Examination
  1998-05-14

Designations

Other Names

• Robert A Castiglione
• Robert A. (Mi Only) Castiglione