Robert Werner has been Co-Managing Member and CIO of Winthrop Partners - Wny since July 2017, is a control person of the firm and directly owns between 25% and 50% of it. Robert Werner holds an MBA from Duquesne University. Robert Werner studied at the University of Dayton.
Winthrop Partners - Wny, LLC is an Orchard, NY firm with $186M under management, 302 clients and 4 advisers across 5 offices, as of its July 2026 filing.
Brian Werner is managing member of Winthrop Partners' Pittsburgh offices. He has over 20 years of experience in investments and financial planning, most recently as First Vice President of First Niagara's Western Pennsylvania Private Client Services. He assists with investment research and portfolio management.
Robert Werner’s longest registration is the current one, 8 years at Winthrop Partners - Epa, LLC since 2018. Before joining Winthrop Partners - Wny in 2021, Robert Werner was registered through Locust Capital Management- Wpa, LLC and PNC Investments.
- Winthrop Partners - Wny, LLCCurrent– present · 5 yearsOrchard, NY · Adviser representative · Firm CRD 282100
- Winthrop Partners - Epa, LLCAlso current– present · 8 yearsOrchard, NY · Adviser representative · Firm CRD 282098
- Winthrop Partners - Wpa , LLCAlso current– present · 8 yearsPittsburgh, PA · Adviser representative · Firm CRD 282102
- Locust Capital Management- Wpa, LLC– · under a yearPittsburgh, PA · Adviser representative · Firm CRD 282102
- PNC Investments– · under a yearPittsburgh, PA · Adviser representative · Firm CRD 129052
- Natcity Investments, Inc.– · under a yearPittsburgh, PA · Adviser representative · Firm CRD 17490
Professional designations
Listed by Winthrop Partners - Wny
- Chartered Financial Analyst (CFA®)
- Certified Financial Planner (CFP®)
Investment adviser representative registrations
Robert Werner is registered as an investment adviser representative in 2 states. The first approvals date from January 2018; the most recent is Florida, in July 2022.
- FloridaSince 15 July 2022
- PennsylvaniaSince 22 January 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 17 December 2008 |
| Series 7 | General Securities Representative Examination | 11 December 2008 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert Brian Werner
- CRD
- 4910211
- Firm
- Winthrop Partners - Wny · CRD 282100
- Role
- Co-Managing Member and CIO
- Office
- 21 PRINCETON PLACE, SUITE 230, Orchard, NY 14127
- Registration
- Investment adviser registration
- In the industry since
- January 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- winthroppartners.com
Where does Robert Werner work?
Robert Werner has been Co-Managing Member and CIO of Winthrop Partners - Wny, LLC since July 2017, and is a control person of the firm.
Is Robert Werner a financial advisor?
Yes. Robert Werner has a current investment-adviser registration in Florida and Pennsylvania, through Winthrop Partners - Wny since July 2021.
How many years of experience does Robert Werner have?
Robert Werner has 10 years in the financial industry, since January 2016, across 5 adviser firms.
What exams has Robert Werner passed?
Robert Werner has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in December 2008.
Where did Robert Werner work before Winthrop Partners - Wny?
Before Winthrop Partners - Wny, Robert Werner was registered through Locust Capital Management- Wpa, LLC, January 2016 to December 2016; PNC Investments, November 2009 to December 2009; Natcity Investments, Inc., December 2008 to November 2009.
Where is Robert Werner based?
Robert Werner’s registered office is in Orchard, NY.
Is Robert Werner registered with FINRA?
No. Robert Werner has no current broker registration.
Is Robert Werner a CFP?
Winthrop Partners - Wny lists Robert Werner with the CFP credential (“Certified Financial Planner (CFP®)”) on its website. CFP Board confirms certification status.
Is Robert Werner a CFA charterholder?
Winthrop Partners - Wny lists Robert Werner with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Robert Werner’s record?
Search CRD 4910211 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Werner’s full registration record.
