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Jennifer Dawn Roberts

Winthrop Partners - Wny, LLC

Orchard, NY

CRD 2490363

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Employer firm

Winthrop Partners - Wny, LLC CRD 282100

$186M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Winthrop Partners - Wny, Llc

21 Princeton Place Suite 230, Orchard, NY 14127 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-26
NY RA APPROVED 2021-07-30
  • FL RA
    APPROVED
    Since 2025-12-26
  • NY RA
    APPROVED
    Since 2021-07-30

Branch Locations

21 Princeton Place Suite 230, Orchard, NY 14127 • 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
Winthrop Financial Buffalo NY 01/2012 07/2017
Elleverage Buffalo NY 07/2017 12/2019
Winthrop Partners - Wny, Llc Buffalo NY 12/2019 Present
  • 01/2012 → 07/2017
    Winthrop Financial
    Buffalo, NY
  • 07/2017 → 12/2019
    Elleverage
    Buffalo, NY
  • 12/2019 → Present
    Winthrop Partners - Wny, Llc
    Buffalo, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-04-25
  • S63 Uniform Securities Agent State Law Examination
    1997-04-25
Designations
  • Chartered Financial Consultant
Other Names
  • Jennifer Dawn Zaleski

View on SEC IAPD

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