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Current Employers
Wny Asset Management, Llc

6500 Sheridan Drive, Suite 200, Williamsville, NY 14221 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-07-12
TX RA APPROVED_RES 2020-07-16
  • NY RA
    APPROVED
    Since 2021-07-12
  • TX RA
    APPROVED_RES
    Since 2020-07-16

Branch Locations

4925 Main St Suite 202, Amherst, NY 14226 • United States

6500 Sheridan Drive, Suite 200, Williamsville, NY 14221 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
John M. Lunghino, Cpa Amherst NY 01/1985 Present
Cambridge Ir Des Moines IA 08/2013 12/2017
Cadaret, Grant & Co., Inc. Amherst NY 12/2017 07/2025
Wny Asset Management, Llc Amherst NY 12/2017 07/2025
Western Ny Asset Management Amherst NY 12/2017 07/2025
Lpl Financial Llc Amherst NY 07/2025 Present
  • 01/1985 → Present
    John M. Lunghino, Cpa
    Amherst, NY
  • 08/2013 → 12/2017
    Cambridge Ir
    Des Moines, IA
  • 12/2017 → 07/2025
    Cadaret, Grant & Co., Inc.
    Amherst, NY
  • 12/2017 → 07/2025
    Amherst, NY
  • 12/2017 → 07/2025
    Western Ny Asset Management
    Amherst, NY
  • 07/2025 → Present
    Lpl Financial Llc
    Amherst, NY
Previous Registrations
  • 2017-12-14 → 2022-12-31
    Cadaret, Grant & Co., Inc.
    Amherst, NY
    Williamsville, NY
    Williamsville, NY
  • 2013-08-06 → 2017-12-14
    Amherst, NY
  • 2006-11-01 → 2013-08-07
    Wall Street Financial Group, Inc.
    Hamburg, NY
    Amherst, NY
    Victor, NY
Other Businesses

1- 07/2025 - Generational Wealth Services - Business Entity For Tax/Investment Purposes Only - Investment Related - Home Based - Start Date 04/01/2024 - 10 hours per month/ 5 hours during trading 2- 07/2025 - JOHN MATTHEW LUNGHINO - Author - Not Investment Related - At Reported Business Location(s) - Start Date 12/01/2019 - 0 hours per month/ 0 hours during trading 3- 07/2025 - John M. Lunghino - Notary - Not Investment Related - At Reported Business Location(s) - Start Date 01/01/1999 - 1 hour per month/ 0 hours during trading 4- 07/2025 -John M Lunghino - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 01/01/1995 - 2 hours per month/ 2 hours during trading 5- 07/2025 - JOHN LUNGHINO - Tax Prep/Accounting/CPA - CPA - Investment Related - At Reported Business Location(s) - Start Date 01/01/1988 - 1 hour per month/ 0 hours during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-12-12
S63 Uniform Securities Agent State Law Examination 1993-11-02
  • S66 Uniform Combined State Law Examination
    2003-12-12
  • S63 Uniform Securities Agent State Law Examination
    1993-11-02

View on SEC IAPD

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