David D Jarosz
Investment adviser representative at Wny Asset Management, LLC
23 yearsExperience
3 statesRegistered in
$1.7BFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
23 years in the industry.
- LPL Financial LLCJul 2025 to now
- Wny Asset Management, LLCOct 2017 to now
- Cadaret, Grant & Co., Inc.Aug 2004 to now
- Morlock & Company, LLCJan 2003 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 3 states (FL, NY, TX).
Wny Asset Management, LLC
$1.7BAssets managed
3,260Clients
29Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2623087
- Firm CRD
- 153872