Michael Anthony Aquino
Investment adviser representative at Western New York Financial Group, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$84.1MFirm assets
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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
- Pension consulting
Experience
14 years in the industry.
- Western New York Financial Group, LLCNov 2019 to now
- Lower River Wealth ManagementFeb 2012 to Mar 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 1 state (NY).
Western New York Financial Group, LLC
$84.1MAssets managed
206Clients
2Advisers
6 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
- 3064751
- Firm CRD
- 306083