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Zachary D Shroyer

WNY Asset Management, LLC

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About Zachary D Shroyer

Zachary D. Shroyer is a financial advisor at WNY Asset Management, LLC. Zachary has been in the industry since July 2021. Zachary has licenses and registrations in the state of New York including Series 66, Series 7TO and SIE. Zachary has a strong background in financial planning, portfolio management for businesses and individuals, and educational seminars. WNY Asset Management, LLC is a financial firm with offices in Williamsville, New York. The firm specializes in providing financial advice to individuals, high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Zachary Shroyer 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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Zachary Shroyer’s Registration & Firm History

NY

08/15/2022 - Present

WNY Asset Management, LLC (WILLIAMSVILLE NY)

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Licenses & Designations

BOTH

Issued 04/22/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/20/2021

Series 7TO - General Securities Representative Examination

BC

Issued 05/11/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zachary D Shroyer.
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