Best Investors Account Sign in
Inactive

Judy Marie Sescil

Wny Asset Management, LLC

Williamsville, NY

CRD 7422272

Claim This Profile
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 2021-08-25
  • NY RA
    APPROVED
    Since 2021-08-25

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
Wny Asset Management, Llc Williamsville NY 11/2013 Present
Judy M Sescil Cpa/Pfs Cfp Akron NY 01/2011 Present
Other Businesses

1. JUDY M SESCIL CPA/PFS, CFP; 12526 BUCKWHEAT ROAD, AKRON, NY 14001-9564; OWNER; 160 HOURS PER MONTH, 120 DURING MARKET; NON-INVESTMENT RELATED 2. WNY ASSET MANAGEMENT; SOLICITOR; LESS THAN ONE HOUR PER MONTH DURING TRADING; INVESTMENT RELATED CPA

Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Williamsville, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor