Robert Werner

from Winthrop Partners - Wpa , LLC
SEC regulated
Regulated Investment Advisor
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
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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)
Years registered
2 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
295 Main Street, Suite 840, Buffalo, New York, 14203

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