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Advisor

Judy Sescil

WNY Asset Management · Williamsville, New York

Judy Sescil is a fee-only financial advisor at WNY Asset Management in Williamsville, New York, who holds the CFP credential. WNY Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only CFP

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Facts

FirmWNY 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
CredentialsCFP
SEC registration Investment adviser representative in NY · CRD 7422272
Firm size35 employees
Disclosures None reported
Websitewww.cpafinancialnetwork.com

How Judy's firm compares

  • WNY Asset Management's average account is about $531,000, from its Form ADV (assets managed divided by 3,256 accounts).

What fee-only advisors charge in New York

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Questions about Judy

Is Judy Sescil a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Judy 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 Judy charge for financial advice?

Judy's firm, WNY Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Judy Sescil based?

Judy Sescil is based in Williamsville, New York.

What credentials does Judy Sescil hold?

Judy Sescil holds the CFP credential.

Is Judy Sescil registered with the SEC?

Yes. Judy Sescil is registered as an investment adviser representative in NY (CRD 7422272), 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 Judy Sescil?

Through Judy'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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