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RB

Robert Brian Werner

Investment Adviser Representative at WINTHROP PARTNERS - WNY, LLC

Buffalo, NYCRD #4910211Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
10 yrs
States Registered
2 states
Exams Passed
2

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Robert Brian Werner has worked in the securities industry since 2016. They are registered to provide investment advisory services in Florida and Pennsylvania.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
FloridaPennsylvania
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 12/17/2008
Series 7
General Securities Representative Examination
Passed 12/11/2008

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.015
Source

Winthrop Partners - WNY, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WINTHROP PARTNERS - WNY, LLCCurrent
7/30/2021Buffalo, NY
WINTHROP PARTNERS - EPA, LLCCurrent
1/22/2018Buffalo, NY
WINTHROP PARTNERS - WPA , LLCCurrent
1/22/2018Pittsburgh, PA
WINTHROP PARTNERS - WNY, LLC
5/5/20215/6/2021Buffalo, NY
WINTHROP PARTNERS - WNY, LLC
1/22/201812/31/2020Buffalo, NY
LOCUST CAPITAL MANAGEMENT- WPA, LLC
1/14/201612/31/2016Pittsburgh, PA
PNC INVESTMENTS
11/13/200912/31/2009Pittsburgh, PA
NATCITY INVESTMENTS, INC.
12/18/200811/13/2009Pittsburgh, PA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at WINTHROP PARTNERS - WNY, LLC

3 other advisors in the directory

View WINTHROP PARTNERS - WNY, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert Brian Werner has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Robert Brian Werner - Financial Advisor in Buffalo, NY | AdvisorFinder