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Debra Ann Brown

WNY Asset Management, LLC

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About Debra Ann Brown

Debra Ann Brown is an investment advisor representative at WNY Asset Management, LLC, a registered investment advisor based in Williamsville, New York. Debra Brown holds the Series 6, 7, and 63 licenses and is also a Certified Financial Planner. Debra Brown has been a registered representative since 2014 and has experience in providing investment advice and financial planning services to individuals, families, and businesses. Debra Brown has 9 years of experience in the financial services industry. Debra Brown's firm provides financial planning, portfolio management, and educational seminars to its clients.

Firm Information

Debra Brown is currently registered with WNY Asset Management, LLC. WNY Asset Management, LLC is a registered investment advisor based in Williamsville, NY. The firm manages over $1 billion in assets for a range of clients, including high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth. Their services include financial planning, portfolio management, and educational seminars. They have a team of 19 investment advisor representatives and 13 licensed agents.
WNY Asset Management, LLC

6500 SHERIDAN DRIVE, SUITE 200

WILLIAMSVILLE, NY 14221

$1.30B

Assets Under Management

18

Total Clients

23

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Debra Brown’s Registration & Firm History

NY

04/07/2016 - Present

WNY Asset Management, LLC (WILLIAMSVILLE NY)

NJ

01/14/2014 - 06/17/2014

FIRST INVESTORS CORPORATION (EDISON NJ)

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Licenses & Designations

BC

Issued 01/31/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/07/2015

Series 7 - General Securities Representative Examination

BC

Issued 01/14/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Debra Ann Brown.
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