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They include 255 individual clients, 44 high-net-worth individuals, and 3 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 22 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Winthrop Partners - Wny offer?","answer":"Winthrop Partners - Wny provides financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Winthrop Partners - Wny use?","answer":"Winthrop Partners - Wny’s separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $186M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Winthrop Partners - Wny have?","answer":"Winthrop Partners - Wny has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Winthrop Partners - Wny invest in?","answer":"At the end of its last fiscal year, Winthrop Partners - Wny’s separately managed accounts held 53% exchange-traded equities, 42% registered funds (mutual funds, ETFs, BDCs) and 5% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Winthrop Partners - Wny?","answer":"Winthrop Partners - Wny’s direct owners are Thomas Saunders, Robert Werner and Ryan Carney, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 22 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Winthrop Partners - Wny get paid?","answer":"Winthrop Partners - Wny is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Winthrop Partners - Wny registered with the SEC?","answer":"Yes, Winthrop Partners - Wny has been registered with the SEC as an investment adviser since 15 December 2015. Its CRD number is 282100 and its SEC file number is 801-106948.","source":"Form ADV Part 1A, Item 1, filed 22 July 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Winthrop Partners - Wny?","answer":"Winthrop Partners - Wny’s main office is at 21 Princeton Place, Suite 230, Orchard, NY 14127. 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