Advisor at WNY Asset Management, LLC
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Firm
WNY Asset Management, LLC
Location
Williamsville, NY 14221
Credentials
CFP®, Series 66
Industry experience
1 year
Patrick Collins is a CFP® with one year of industry experience, currently serving as a financial advisor at WNY Asset Management, LLC. His prior experience includes roles at LPL Financial, Cadaret, Grant & Co., Inc., and Sandhill Investment Management. Before entering the financial industry, Collins held positions in various organizations including the Buffalo Bills and Pegula Sports & Entertainment. WNY Asset Management serves individual investors, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations by providing discretionary portfolio management, financial planning, and consulting. The firm employs a client-focused approach that includes diversified asset allocation and ongoing portfolio monitoring, with programs that may incorporate independent managers and specialized funds.
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)
Cadaret, Grant & Co., Inc.
2025 - 2025 (1 year)
Sandhill Investment Management
2024 - 2025 (1 year)
Taste of Country
2022 - 2022 (1 year)
Sandhill Investment Management
2022 - 2024 (2 years)
Aleron
2020 - 2022 (2 years)
Orchard Park Country Club
2019 - 2019 (1 year)
Pegula Sports & Entertainment
2019 - 2019 (1 year)
Brown Security Solutions
2018 - 2019 (1 year)
Buffalo Bills
2018 - 2019 (1 year)
The Martin Group
2018 - 2018 (1 year)
Goldberg Segalla
2017 - 2017 (1 year)
Canisius College
2016 - 2019 (3 years)
Jim's Fries
2015 - 2020 (5 years)
Hickory Hill Swim & Tennis Club
2014 - 2018 (4 years)
Canisius High School
2012 - 2016 (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.
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EWM Advisory
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