RIA Intelligence

WINTHROP PARTNERS - WNY, LLC

CRD #282100 SEC #801-106948 BUFFALO, NY 716-322-7478
SEC Registered
Total AUM
$167.9M
Discretionary
$165.9M
Employees
4
Clients
0
Accounts
284

Firm Details

Organization Type
Limited Liability Company
State of Formation
New York
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 3, 2025
Branch Offices
4

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BUBECK, KYLE, ROGERICHIEF COMPLIANCE OFFICERNA Control
BUBECK, KYLE, ROGERICHIEF COMPLIANCE OFFICERNA Control
BUBECK, KYLE, ROGERICHIEF COMPLIANCE OFFICERNA Control
BUBECK, KYLE, ROGERICHIEF COMPLIANCE OFFICERNA Control
BUBECK, KYLE, ROGERICHIEF COMPLIANCE OFFICERNA Control
BUBECK, KYLE, ROGERICHIEF COMPLIANCE OFFICERNA Control
BUBECK, KYLE, ROGERICHIEF COMPLIANCE OFFICERNA Control
BUBECK, KYLE, ROGERICHIEF COMPLIANCE OFFICERNA Control
BUBECK, KYLE, ROGERICHIEF COMPLIANCE OFFICERNA Control
CASEY, WILLIAM, FRANCISICHIEF COMPLIANCE OFFICERNA
CASEY, WILLIAM, FRANCISICHIEF COMPLIANCE OFFICERNA
CASEY, WILLIAM, FRANCISICHIEF COMPLIANCE OFFICERNA
CASEY, WILLIAM, FRANCISICHIEF COMPLIANCE OFFICERNA
CHRISTOPHER, KELLY, MELISSAICHIEF COMPLIANCE OFFICERNA
CHRISTOPHER, KELLY, MELISSAICHIEF COMPLIANCE OFFICERNA
CHRISTOPHER, KELLY, MELISSAICHIEF COMPLIANCE OFFICERNA
CHRISTOPHER, KELLY, MELISSAICHIEF COMPLIANCE OFFICERNA
CHRISTOPHER, KELLY, MELISSAICHIEF COMPLIANCE OFFICERNA
STAURING, DEBORAH, ANNICHIEF COMPLIANCE OFFICERNA Control
STAURING, DEBORAH, ANNICHIEF COMPLIANCE OFFICERNA Control
STAURING, DEBORAH, ANNICHIEF COMPLIANCE OFFICERNA Control
STAURING, DEBORAH, ANNICHIEF COMPLIANCE OFFICERNA Control
STAURING, DEBORAH, ANNICHIEF COMPLIANCE OFFICERNA Control
STAURING, DEBORAH, ANNICHIEF COMPLIANCE OFFICERNA Control
STAURING, DEBORAH, ANNICHIEF COMPLIANCE OFFICERNA Control
STAURING, DEBORAH, ANNICHIEF COMPLIANCE OFFICERNA Control
STAURING, DEBORAH, ANNICHIEF COMPLIANCE OFFICERNA Control
STAURING, DEBORAH, ANNICHIEF COMPLIANCE OFFICERNA Control
STAURING, DEBORAH, ANNICHIEF COMPLIANCE OFFICERNA Control
STAURING, DEBORAH, ANNICHIEF COMPLIANCE OFFICERNA Control
STAURING, DEBORAH, ANNICHIEF COMPLIANCE OFFICERNA Control
STAURING, DEBORAH, ANNICHIEF COMPLIANCE OFFICERNA Control
STAURING, DEBORAH, ANNICHIEF COMPLIANCE OFFICERNA Control
SAUNDERS, THOMAS, JOHNIMANAGING MEMBERD Control
SAUNDERS, THOMAS, JOHNIMANAGING MEMBERD Control
SAUNDERS, THOMAS, JOHNIMANAGING MEMBERD Control
SAUNDERS, THOMAS, JOHNIMANAGING MEMBERD Control
SAUNDERS, THOMAS, JOHNIMANAGING MEMBERD Control
SAUNDERS, THOMAS, JOHNIMANAGING MEMBERD Control
SAUNDERS, THOMAS, JOHNIMANAGING MEMBERD Control
SAUNDERS, THOMAS, JOHNIMANAGING MEMBERD Control
SAUNDERS, THOMAS, JOHNIMANAGING MEMBERD Control
SAUNDERS, THOMAS, JOHNIMANAGING MEMBERD Control
SAUNDERS, THOMAS, JOHNIMANAGING MEMBERD Control
SAUNDERS, THOMAS, JOHNIMANAGING MEMBERD Control
SAUNDERS, THOMAS, JOHNIMANAGING MEMBERD Control
SAUNDERS, THOMAS, JOHNIMANAGING MEMBERD Control
LOCUST CAPITAL MANAGEMENT LLCDE25% OWNERS THRU PARENT COMPANY/ OVERSEEING ALL BACK OFFICE OPERATIONSC
LOCUST CAPITAL MANAGEMENT LLCDE25% OWNERS THRU PARENT COMPANY/ OVERSEEING ALL BACK OFFICE OPERATIONSC
LOCUST CAPITAL MANAGEMENT LLCDE25% OWNERS THRU PARENT COMPANY/ OVERSEEING ALL BACK OFFICE OPERATIONSC
LOCUST CAPITAL MANAGEMENT LLCDE25% OWNERS THRU PARENT COMPANY/ OVERSEEING ALL BACK OFFICE OPERATIONSC
SAUNDERS, THOMAS, JOHNIMANAGING MEMBERC Control
SAUNDERS, THOMAS, JOHNIMANAGING MEMBERC Control
SAUNDERS, THOMAS, JOHNIMANAGING MEMBERC Control
SAUNDERS, THOMAS, JOHNIMANAGING MEMBERC Control
SAUNDERS, THOMAS, JOHNIMANAGING MEMBERC Control
SAUNDERS, THOMAS, JOHNIMANAGING MEMBERC Control
SAUNDERS, THOMAS, JOHNIMANAGING MEMBERC Control
SAUNDERS, THOMAS, JOHNIMANAGING MEMBERC Control
SAUNDERS, THOMAS, JOHNIMANAGING MEMBERC Control
SAUNDERS, THOMAS, JOHNIMANAGING MEMBERC Control
SAUNDERS, THOMAS, JOHNIMANAGING MEMBERC Control
SAUNDERS, THOMAS, JOHNIMANAGING MEMBERC Control
SAUNDERS, THOMAS, JOHNIMANAGING MEMBERC Control
SAUNDERS, THOMAS, JOHNIMANAGING MEMBERC Control
SAUNDERS, THOMAS, JOHNIMANAGING MEMBERC Control
SAUNDERS, THOMAS, JOHNIMANAGING MEMBERC Control
SAUNDERS, THOMAS, JOHNIMANAGING MEMBERC Control
SAUNDERS, THOMAS, JOHNIMANAGING MEMBERC Control
WERNER, ROBERT, BRIANICO-MANAGING MEMBER AND CIOC Control
WERNER, ROBERT, BRIANICO-MANAGING MEMBER AND CIOC Control
WERNER, ROBERT, BRIANICO-MANAGING MEMBER AND CIOC Control
WERNER, ROBERT, BRIANICO-MANAGING MEMBER AND CIOC Control
WERNER, ROBERT, BRIANICO-MANAGING MEMBER AND CIOC Control
WERNER, ROBERT, BRIANICO-MANAGING MEMBER AND CIOC Control
WERNER, ROBERT, BRIANICO-MANAGING MEMBER AND CIOC Control
WERNER, ROBERT, BRIANICO-MANAGING MEMBER AND CIOC Control
WERNER, ROBERT, BRIANICO-MANAGING MEMBER AND CIOC Control
WERNER, ROBERT, BRIANICO-MANAGING MEMBER AND CIOC Control
WERNER, ROBERT, BRIANICO-MANAGING MEMBER AND CIOC Control
WERNER, ROBERT, BRIANICO-MANAGING MEMBER AND CIOC Control
WERNER, ROBERT, BRIANICO-MANAGING MEMBER AND CIOC Control
WERNER, ROBERT, BRIANICO-MANAGING MEMBER AND CIOC Control
WERNER, ROBERT, BRIANICO-MANAGING MEMBER AND CIOC Control
WERNER, ROBERT, BRIANICO-MANAGING MEMBER AND CIOC Control
WERNER, ROBERT, BRIANICO-MANAGING MEMBER AND CIOC Control
WERNER, ROBERT, BRIANICO-MANAGING MEMBER AND CIOC Control
WERNER, ROBERT, BRIANICO-MANAGING MEMBER AND CIOC Control
WERNER, ROBERT, BRIANICO-MANAGING MEMBER AND CIOC Control
WERNER, ROBERT, BRIANICO-MANAGING MEMBER AND CIOC Control
WERNER, ROBERT, BRIANICO-MANAGING MEMBER AND CIOC Control
WERNER, ROBERT, BRIANICO-MANAGING MEMBER AND CIOC Control
WERNER, ROBERT, BRIANICO-MANAGING MEMBER AND CIOC Control
WINTHROP FINANCIAL, INC.DEJV PARTNERB
WINTHROP FINANCIAL, INC.DEJV PARTNERB
WINTHROP FINANCIAL, INC.DEJV PARTNERB
WINTHROP FINANCIAL, INC.DEJV PARTNERB
WINTHROP FINANCIAL, INC.DEJV PARTNERB
WINTHROP FINANCIAL, INC.DEJV PARTNERB
WINTHROP FINANCIAL, INC.DEJV PARTNERB
WINTHROP FINANCIAL, INC.DEJV PARTNERB
WINTHROP FINANCIAL, INC.DEJV PARTNERB
CARNEY, RYANIMEMBER, TRADERA Control
CARNEY, RYANIMEMBER, TRADERA Control
CARNEY, RYANIMEMBER, TRADERA Control
CARNEY, RYANIMEMBER, TRADERA Control
CARNEY, RYANIMEMBER, TRADERA Control
CARNEY, RYANIMEMBER, TRADERA Control
CARNEY, RYANIMEMBER, TRADERA Control
CARNEY, RYANIMEMBER, TRADERA Control
CARNEY, RYANIMEMBER, TRADERA Control
CARNEY, RYANIMEMBER, TRADERA Control
CARNEY, RYANIMEMBER, TRADERA Control
CARNEY, RYANIMEMBER, TRADERA Control
CARNEY, RYANIMEMBER, TRADERA Control
CARNEY, RYANIMEMBER, TRADERA Control
CARNEY, RYANIMEMBER, TRADERA Control
CARNEY, RYANIMEMBER, TRADERA Control
CARNEY, RYANIMEMBER, TRADERA Control
CARNEY, RYANIMEMBER, TRADERA Control
CARNEY, RYANIMEMBER, TRADERA Control
CARNEY, RYANIMEMBER, TRADERA Control
CARNEY, RYANIMEMBER, TRADERA Control
CARNEY, RYANIMEMBER, TRADERA Control
CARNEY, RYANIMEMBER, TRADERA Control
CARNEY, RYANIMEMBER, TRADERA Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
WYNDGATE HOLDING INC.DELOCUST CAPITAL MANAGEMENT- WNY, LLCC
WYNDGATE HOLDING INC.DELOCUST CAPITAL MANAGEMENT- WNY, LLCC
WYNDGATE HOLDING INC.DELOCUST CAPITAL MANAGEMENT- WNY, LLCC
WYNDGATE HOLDING INC.DELOCUST CAPITAL MANAGEMENT- WNY, LLCC
WYNDGATE HOLDING INC.DELOCUST CAPITAL MANAGEMENT- WNY, LLCC
WYNDGATE HOLDING INC.DELOCUST CAPITAL MANAGEMENT- WNY, LLCC
WYNDGATE HOLDING INC.DELOCUST CAPITAL MANAGEMENT- WNY, LLCC
WYNDGATE HOLDING INC.DELOCUST CAPITAL MANAGEMENT- WNY, LLCC
WYNDGATE HOLDING INC.DELOCUST CAPITAL MANAGEMENT- WNY, LLCC

Registrations

Federal

IA
Sep 3, 2025 REGISTERED

Notice Filings (7)

CA FL NH NY PA TN TX

Address

295 MAIN STREET
SUITE 840
BUFFALO, NY 14203
United States
Phone: 716-322-7478