Winthrop Partners - WNY LLC
Legal Name: WINTHROP PARTNERS - WNY, LLC
Full Contact Details
Winthrop Partners - WNY LLC
835 WASHINGTON STREET, SUITE 118, BUFFALO, NY
716-322-7478
Other Info
Winthrop Partners - WNY LLC, also known as WINTHROP PARTNERS - WNY, LLC, is a New York-based Limited Liability Company. With four employees, three of whom hold advisory roles, it is registered with the U.S. Securities and Exchange Commission, with an approved status as of December 15, 2015. While the exact number of clients it serves is unknown, the firm remains a trusted and reputable name in the financial industry.
Winthrop Partners | Fiduciary Financial Advisors & Wealth Management
Winthrop Partners, founded in 2015, is a fee-only fiduciary operating as a registered financial advisor in Buffalo, Pittsburgh and Philadelphia. We specialize in wealth management and financial planning.
Direct Owners
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DEBORAH ANN STAURING
CHIEF COMPLIANCE OFFICER owns less than 5%
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ROBERT BRIAN WERNER
CO-MANAGING MEMBER AND CIO owns more than 25% but less than 50%
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RYAN CARNEY
MEMBER, TRADER owns more than 5% but less than 10%
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THOMAS JOHN SAUNDERS
MANAGING MEMBER owns more than 25% but less than 50%