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Leonard John Zablonski

WNY Asset Management, LLC

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About Leonard John Zablonski

Leonard John Zablonski is a Registered Representative and Investment Advisor Representative associated with WNY Asset Management, LLC. Leonard has been in the financial services industry since 2001. Leonard holds Series 6, 63, and 65 licenses. Leonard has a strong track record of providing financial advice to individuals, corporations, and charitable organizations. Leonard specializes in financial planning, portfolio management, and educational seminars. Leonard is a member of the New York State Society of Certified Public Accountants.

Firm Information

Leonard Zablonski 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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Leonard Zablonski’s Registration & Firm History

NY

11/30/2021 - Present

WNY Asset Management, LLC (WILLIAMSVILLE NY)

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Licenses & Designations

IA

Issued 11/29/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/22/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/22/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Leonard John Zablonski.
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