Zachary D Shroyer

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

• 09/2015 → 11/2019
  Brock, Schecter & Polakoff, Llp
  Buffalo, NY
• 11/2019 → Present
  Wny Asset Management
  Williamsville, NY
• 03/2021 → Present
  Cadaret Grant & Co., Inc.
  Williamsville, NY
• 04/2022 → Present
  Wny Asset Management, Llc
  Williamsville, NY

Other Businesses

1) 09/08/2025 - Zachary Shroyer - Real Estate Rental / Landlord / Inv Related / Buffalo NY 14214 / Start date 10/01/2020 - 2 Total Hours per month 0hrs Hours during trading 2) 09/08/2025 - Rental Property - Real Estate Rental / Landlord / Inv Related / Buffalo NY 14214 / Start date 08/01/2016 - 4 Total Hours per month 0hrs Hours during trading 3) 09/08/2025 - WNY Asset Management, LLC / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) / Start date: 11/22/2019 - 160 hrs per month 140hrs during Trading 4) 09/08/2025 - WNY Tax Planners / CPA / Tax Prep/Accounting/CPA / Non Inv Related / Start date 11/22/2019 - 2 Total Hours per month- 2 hrs Total Hours per month during trading 5. 09/17/2025 - WNY Asset Management, LLC - Registered Investment Advisor Hybrid - Inv Rel - At reported business location (s) / Start date: 11/22/2019 - 160 hrs per month 140hrs during Trading . I provide administrative support to WNY Asset Management, LLC, an independent investment advisor firm. I started this business activity in 11/2019. 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
  2022-04-22