linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Ronald Robert Kotas

WNY Asset Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Ronald? Claim Your Profile

About Ronald Robert Kotas

Ronald Robert Kotas is a registered investment advisor representative with WNY Asset Management, LLC. Ronald has been working in the financial industry since 1998 and is registered with the state of New York. Ronald specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Ronald previously worked for EQ Financial Consultants, Inc. and The Equitable Life Assurance Society of the United States.

Firm Information

Ronald Kotas 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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Ronald Kotas’s Registration & Firm History

NY

12/02/2021 - Present

WNY Asset Management, LLC (WILLIAMSVILLE NY)

NY

11/20/1998 - 07/28/1999

EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)

NY

11/20/1998 - 07/28/1999

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

Not sure if Ronald Robert Kotas is right for you?

Licenses & Designations

IA

Issued 12/01/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/12/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/12/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ronald Robert Kotas.
Not sure if Ronald Robert Kotas is right for you?