from Winthrop Partners - Wpa , LLC
Robert Werner is a financial advisor based in New York, Buffalo, with 2 years of experience. Robert currently works for Winthrop Partners - Wpa , LLC. Robert maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please complete our convenient online form to find a tailored advisor perfectly suited to your needs.
Find your perfect
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting
Robert Werner works at Winthrop Partners - Wpa , LLC
Winthrop Partners - Wpa , LLC is a financial advisor based in Buffalo, New York. It currently has around $40,801,862 of assets under management and employs approximately 2 people. The main advice areas covered by Winthrop Partners - Wpa , LLC are: financial planning services, portfolio management for individuals and/or small businesses and pension consulting services. Winthrop Partners - Wpa , LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
A percentage of assets under your management, hourly charges and fixed fees
295 Main Street, Suite 840, Buffalo, New York, 14203