William D. Mistretta

Current Employers

Employment History

• 10/2021 → 07/2025
  Cadaret, Grant & Co., Inc.
  Williamsville, NY
• 08/2018 → 08/2021
  Tronconi Segarra & Associates
  Williamsville, NY
• 08/2021 → 12/2021
  Spectrum Wealth Management
  Amherst, NY
• 06/2018 → 08/2018
  Unemployed
  Kenmore, NY
• 10/2017 → 05/2018
  Lumsden & Mccormick Llp
  Buffalo, NY
• 01/2016 → 10/2017
  Spectrum Wealth Management/ Steven Carmina Cpa
  Amherst, NY
• 01/2022 → Present
  Wny Asset Management, Llc
  Williamsville, NY
• 07/2025 → Present
  Lpl Financial Llc
  Williamsville, NY

Other Businesses

1- 07/10/2025 - WNY Asset Management, LLC- DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2022 - 160 hours per month/ during trading 2- 07/10/2025 - Specific Solutions - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 01/01/2022 - 0 hours per month/ during trading 3- 07/10/2025 - WNY Tax Planners, LLC - Tax Prep/Accounting/CPA - CPA - Investment Related - At Reported Business Location(s) - Start Date 10/19/2019 - 20 hours per month/ during trading 4- 07/18/2025 - WNY Asset Management, LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 01/01/2022 - 160 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 1/2022. I expect to spend approximately 160 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

Exams

• S66 Uniform Combined State Law Examination
  2021-12-21

Other Names

• William David Mistretta
• William Mistretta