Stephen Czechowski (CRD# 3126075) is an Investment Advisor Representative working at Wny Asset Management, LLC in Williamsville, NY and has over 25 years of experience in the finance industry.
CRD# 1096254
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3037891
Lpl Financial LLC
CRD# 2437133
Securities America Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alden Substance Abuse Coalition | Alden, NY | Oct 2020 - Current | 3 |
| Wny Asset Management, LLC | Williamsville, NY | Jun 2012 - Current | 11 |
| Kotas & Kotas, Cpa | Alden, NY | Oct 1982 - Current | 41 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1998 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2021 |
- NY
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Total Assets Under Management1,297MILLIONS
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Total Number of Accounts6,654ACCOUNTS
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Average Account Value$194,987
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
AZ, CA, DE, FL, GA, IL, LA, MA, MD, MI, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA
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