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Ryan Carney

Winthrop Partners - WNY, LLC

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About Ryan Carney

Ryan Carney is a registered Investment Advisor Representative in New York. Ryan has been in the financial services industry since 2015. Ryan is currently employed by Winthrop Partners - WNY, LLC. Ryan holds Series 66, Series 7, and SIE licenses. Prior to joining Winthrop Partners, Ryan was employed by AXA Advisors, LLC in Williamsville, NY. Ryan has experience working with individuals, high-net-worth individuals, charitable organizations, and corporations or other businesses. Ryan provides financial planning and portfolio management services.

Firm Information

Ryan Carney is currently registered with Winthrop Partners - WNY, LLC. Winthrop Partners - WNY, LLC is an investment advisor based in Buffalo, NY. The firm provides financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Winthrop Partners - WNY, LLC manages approximately $148 million in assets for a diverse client base, including high-net-worth individuals, charitable organizations, and corporations.
Winthrop Partners - WNY, LLC

295 MAIN STREET

BUFFALO, NY 14203

$148.10M

Assets Under Management

Not reported

Total Clients

2

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Ryan Carney’s Registration & Firm History

NY

05/18/2021 - Present

Winthrop Partners - WNY, LLC (BUFFALO NY)

NY

09/28/2015 - 02/23/2016

AXA ADVISORS, LLC (WILLIAMSVILLE NY)

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Licenses & Designations

BOTH

Issued 11/09/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/23/2016

SIE - Securities Industry Essentials Examination

BC

Issued 09/25/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Carney.
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