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 63, Series 65
Industry experience
9 years
Paige Lunghino is a financial advisor at WNY Asset Management, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial LLC and Cadaret, Grant & Co., Inc. Outside of her advisory role, she is involved with Shorecliff Equine Partners LLC. WNY Asset Management serves individual investors, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations, offering discretionary portfolio management as well as financial planning and consulting services. The firm employs a range of investment strategies across equities, fixed income, mutual funds, and ETFs, and provides ongoing client communication and educational programs.
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 · Texas
LPL Financial
2025 - Present (1 year)
WNY Asset Management, LLC
2021 - Present (5 years)
Cadaret, Grant & Co., Inc.
2017 - 2025 (8 years)
Cambridge Investment Research Advisors
2017 - 2017 (1 year)
Cambridge Investment Research, Inc.
2016 - 2017 (1 year)
Barnes & Noble @ Boston University
2016 - 2016 (1 year)
Spectrum Wealth Management
2012 - Present (14 years)
Heim Middle School, Nardin Academy, Boston University
2005 - 2016 (11 years)
Student
2000 - 2016 (16 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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Cornell Capital Management
CFP®, Series 66
Williamsville, NY
Cambridge Advisors, LLC
Series 63, Series 65
Williamsville, NY
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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