RB
Robert Brian Werner
CRD 4910211
Certified Financial Planner
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Winthrop Partners Epa, Llc | Registered representative | 07/20/2026 |
| Winthrop Partners Wny, Llc | Registered representative | 07/20/2026 |
| Winthrop Partners Wpa, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
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Winthrop Partners Epa, Llc
Co Managing Member And Cio · 50% – 75% · Mar 2024
-
Winthrop Partners Wny, Llc
Co Managing Member And Cio · 25% – 50% · Mar 2024
-
Winthrop Partners Wpa, Llc
Co Managing Member And Cio · 50% – 75% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗