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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-09-2010
- Office Locations
- 4
Office Locations
About WNY Asset Management, LLC
WNY Asset Management, LLC is a New York-based RIA providing financial planning and discretionary portfolio management for individuals and business owners, including retirement, tax, estate and college planning. Portfolios emphasize asset allocation and risk management, using ETFs and mutual funds with fixed income and socially responsible options. Serves retail and institutional clients; custody through Schwab and LPL.
Team overview
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Investment Themes
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Owner & Executives
JOHN ANTHONY PIERONI
Managing Member
- CRD
- #3027420
- Ownership
- 50% but less than 75%
ROBERT A. CASTIGLIONE II
Partner
- CRD
- #2909739
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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DEBRA ANN BROWN
Senior Wealth Manager
- CRD
- #6274478
RAYMOND ANDREW CARTER
Financial Professional
- CRD
- #721722
Showing 2 of 29 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,729,468,767 | $531,164 |
| Non-Discretionary | $0 | -- |
| Total | $1,729,468,767 | $531,164 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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