Joseph Mineo
WNY Asset Management · Williamsville, New York
Joseph Mineo is a fee-only financial advisor at WNY Asset Management in Williamsville, New York. WNY Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | WNY Asset Management |
|---|---|
| Based in | Williamsville, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.73B across 3,256 accounts |
| SEC registration | Investment adviser representative in NY · CRD 4384286 |
| Exams passed | Series 63 (2001) · Series 65 (2022) |
| Firm size | 35 employees |
| Disclosures | None reported |
| Website | www.cpafinancialnetwork.com |
How Joseph's firm compares
- WNY Asset Management's average account is about $531,000, from its Form ADV (assets managed divided by 3,256 accounts).
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Questions about Joseph
Is Joseph Mineo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and WNY Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, WNY Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joseph Mineo based?
Joseph Mineo is based in Williamsville, New York.
Is Joseph Mineo registered with the SEC?
Yes. Joseph Mineo is registered as an investment adviser representative in NY (CRD 4384286), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does WNY Asset Management manage?
WNY Asset Management reports $1.73B across 3,256 accounts in assets under management.
How do I contact Joseph Mineo?
Through Joseph's website, www.cpafinancialnetwork.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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