Best Investors Account Sign in
Current Employers
Wny Asset Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-30
TX RA APPROVED_RES 2016-04-07
  • NY RA
    APPROVED
    Since 2021-06-30
  • TX RA
    APPROVED_RES
    Since 2016-04-07

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
Cadaret, Grant & Co., Inc. Williamsville NY 08/2014 07/2025
Wny Asset Management Williamsville NY 08/2014 Present
Lpl Financial Llc Williamsville NY 07/2025 Present
  • 08/2014 → 07/2025
    Cadaret, Grant & Co., Inc.
    Williamsville, NY
  • 08/2014 → Present
    Wny Asset Management
    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)- INV Related- At Reported Business Location(s)- Start date 08/11/2014- 160 Hours Per Month- 160 Hours During Trading 2. 07/10/2025-Specific Solutions- Non-Variable Insurance- INV Related- At Reported Business Location(s)- At Reported Business Location(s)- Start date 08/14/2014- 15 Hours Per Month- 15 Hours During Trading 3. 07/18/2025 - WNY Asset Management - Registered Investment Advisor Hybrid - Advisor - Investment Related - At reported Business Location(s) - Start Date 08/14/2014 - 160 hours per month/ during trading - I provide investment advisory services through WNY Asset Management, an independent investment advisor firm. I started this business activity in 8/2014. 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
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-01-31
  • S63 Uniform Securities Agent State Law Examination
    2014-01-31
Designations
Other Names
  • Debra Ann Ishman

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Williamsville, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor