Advisor at WNY Asset Management, LLC
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Firm
WNY Asset Management, LLC
Location
Williamsville, NY 14221
Credentials
Series 63, Series 65
Industry experience
20 years
Steven Sanders is a financial advisor at WNY Asset Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at WNY Asset Management since 2012. Prior to that, he was associated with Cadaret, Grant & Co., Inc. and served on the Town of Amherst board. Outside of his advisory role, he is a Certified Public Accountant with a private practice and serves as treasurer of the Cleveland Business Association. WNY Asset Management provides discretionary portfolio management and financial planning services to individual investors, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm employs a diversified investment approach including equities, fixed income, mutual funds, ETFs, and independent managers, with ongoing monitoring and client communication.
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
WNY Asset Management
2012 - Present (14 years)
Town of Amherst
2010 - 2017 (7 years)
Cadaret, Grant & Co., Inc.
2003 - 2018 (15 years)
Steven Sanders, CPA
2000 - Present (26 years)
Steven Sanders, CPA
2000 - Present (26 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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CFP®, Series 66
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Series 63, Series 65
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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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