Advisor at WNY Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
WNY Asset Management, LLC
Location
Williamsville, NY 14221
Credentials
Series 66
Industry experience
1 year
Anthony Vecera is a financial advisor with WNY Asset Management, LLC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at LPL Financial LLC and Cadaret, Grant & Co., Inc. He is also involved with WNY Tax Planners LLC, a tax preparation and accounting business. WNY Asset Management serves individual investors, business entities, trusts, pension plans, estates, and charitable organizations with discretionary portfolio management and financial planning. The firm employs a diversified investment approach, incorporating equities, fixed income, mutual funds, ETFs, and third-party managers, while offering educational seminars and maintaining professional service relationships.
Based on WNY Asset Management, LLC
Based on WNY Asset Management, LLC
Fixed fees generally range from $600 to $30,000 depending on service scope
$0 - $400,999.99: 1.30% $401,000 - $750,999.98: 1.10% $751,000 - $1,000,999.97: 1.00% $1,001,000+: 0.85%
Certain representatives earn commissions as registered representatives of LPL Financial and licensed insurance agents
Hourly rates generally range from $150 to $350 depending on service and professional
Fee-only: Fixed fees generally range from $600 to $30,000; Hourly rates from $150 to $350
6500 Sheridan Drive, Suite 200
Williamsville, NY 14221
New York
LPL Financial
2025 - Present (1 year)
WNY Asset Management, LLC
2025 - Present (1 year)
WNY Asset Management, LLC
2022 - Present (4 years)
Cadaret, Grant & Co., Inc.
2022 - 2025 (3 years)
Unemployed
2021 - 2022 (1 year)
Audi Allentown
2018 - 2021 (3 years)
Audi Allentown
2018 - 2018 (1 year)
New Water
2015 - 2018 (3 years)
Creighton Fund
2015 - 2018 (3 years)
Creighton University
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
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Cambridge Advisors, LLC
Series 63, Series 65
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Timothy C. Minneci
Series 65
Buffalo, NY
Ibis Capital Management, LLC
Series 65
Kenmore, NY
Glenn Asset Management
Series 65
Buffalo, NY
EWM Advisory
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