PL
Paige T. Lunghino
WNY ASSET MANAGEMENT
Amherst, NY 14226
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CRD#: 6602955
PL
Professional summary
Paige Taylor Lunghino is a registered financial advisor currently at WNY ASSET MANAGEMENT, LLC located in Amherst, New York and LPL FINANCIAL LLC located in Amherst, New York.
Paige is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Paige has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1 - 07/2025 - Paige Lunghino - Notary - Inv Related - 1 Hour/Month - 1 Hour During Trading - Buffalo, NY - OBA Start Date: 09/18/2017. 2 - 07/2025 - Paige Lunghino - Non-Variable Insurance - Inv Related - Buffalo, NY - OBA Start Date: 05/17/2017. 3 - 07/2025 - Spectrum Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 160 Hours During Trading - At reported business location(s). 4 - 07/2025 - Shorecliff Equine Partners LLC - Not Inv Related - 2 Hours/Month - East Amherst, NY - OBA Start Date: 11/01/2023. 5 - 07/2025 - Spectrum Wealth Management - Real Estate Rental - Inv Related - 1 Hour/Month - Buffalo, NY - OBA Start Date: 01/01/2022. 6 - 07/2025 - (Hybrid) WNY Asset Management LLC - Registered Investment Advisor Hybrid - Inv Related - 160 Hours/Month - 160 Hours During Trading - Buffalo, NY - OBA Start Date: 12/01/2017.
CRS (Client Relationship Summary) - RIA
Click below to view Paige Taylor Lunghino's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 28, 2021 - Present
WNY ASSET MANAGEMENT, LLC
Office #1: 4925 Main St Suite 202, Amherst, NY 14226RIA
CRD#: 153872
Amherst, NY
Current
July 10, 2025 - Present
LPL FINANCIAL LLC
Office #1: 4925 Main Street Suite 202, Amherst, NY 14226RIA
BD
CRD#: 6413
Amherst, NY
Past
January 4, 2019 - March 25, 2024
CADARET, GRANT & CO., INC.
RIA
CRD#: 10641
Amherst, NY
Past
December 15, 2017 - December 31, 2018
CADARET, GRANT & CO., INC.
RIA
CRD#: 10641
Amherst, NY
Past
December 15, 2017 - July 10, 2025
CADARET, GRANT & CO., INC.
BD
CRD#: 10641
Amherst, NY
Past
November 29, 2017 - December 14, 2017
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
Amherst, NY
Past
October 19, 2016 - December 14, 2017
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
AMHERST, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WA
WNY ASSET MANAGEMENT, LLC
SPECTRUM WEALTH MANAGEMENT | WNY ASSET MANAGEMENT, LLC
CRD#: 153872 / SEC#: 801-71632
RIA
Registered Investment Advisory firm - (7/9/2010 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(7/10/2025)
RR
Colorado(7/10/2025)
RR
Connecticut(7/10/2025)
RR
Delaware(7/10/2025)
RR
Florida(7/10/2025)
RR
Georgia(7/10/2025)
RR
Illinois(7/10/2025)
RR
Louisiana(7/10/2025)
RR
Maryland(7/10/2025)
RR
Massachusetts(7/10/2025)
RR
Michigan(7/10/2025)
RR
Nevada(7/10/2025)
RR
New Jersey(7/10/2025)
IAR
New York(7/13/2021)
RR
New York(7/10/2025)
RR
North Carolina(7/10/2025)
RR
Ohio(7/10/2025)
RR
Pennsylvania(7/10/2025)
RR
South Carolina(7/10/2025)
RR
Tennessee(7/10/2025)
IAR
Texas(1/28/2021)
RR
Texas(7/10/2025)
RR
Virginia(7/10/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
WA
WNY ASSET MANAGEMENT, LLC
SPECTRUM WEALTH MANAGEMENT | WNY ASSET MANAGEMENT, LLC
CRD#: 153872 / SEC#: 801-71632
RIA
Registered Investment Advisory firm - (7/9/2010 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6500 Sheridan Drive, Suite 200, Williamsville, NY 14221
Mailing Address
Phone number
(716) 626-0060
Established
Firm type
Fiscal year end
# of Employees
39
SEC notice filing (22 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 6,673 |
| AUM (Assets Under Management) | $ 1,450,691,313 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
WNY ASSET MANAGEMENT, LLC
CRD#: 153872Amherst, NY 14226TRUST BUT VERIFY
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