Stephen Richard Czechowski

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

• 10/1982 → Present
  Kotas & Kotas, Cpa
  Alden, NY
• 06/2012 → Present
  Wny Asset Management, Llc
  Williamsville, NY
• 10/2020 → Present
  Alden Substance Abuse Coalition
  Alden, NY

Other Businesses

1) KOTAS & KOTAS, CPA P.C., employee, 160 hours per month, 120 during market, non-investment related; 2) Alden Substance Abuse Coalition, business official, 4 hours a month, 0 during market, non-investment related; 3) WNY Asset Management, solicitor less than one hour per month during trading, investment related

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-12-01
• S63 Uniform Securities Agent State Law Examination
  1998-11-12

Other Names

• Stephen Richard Czechowski
• Stephen Czechowski