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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst17 years in industry

ROBERT BRIAN WERNER

Advisor at WINTHROP PARTNERS - EPA, LLC

ORCHARD, NY | PITTSBURGH, PA

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Search this name across graphsid dfx:ria:9f259d6a-58da-61c1-0b0e-45216df3dbb3

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Dec 18, 2008 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WINTHROP PARTNERS - EPA, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 17, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 3
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S66
First exam: Dec 17, 2008
First registration: Dec 18, 2008
Dual registered: no
Other names: ROBERT BRIAN WERNER|BRIAN WERNER|R BRIAN WERNER
IAPD individual key: 4910211

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WINTHROP PARTNERS - WNY, LLC	Independent wealth	Jul 30, 2021	n/a	yes	ORCHARD, NY	Current employment
WINTHROP PARTNERS - WPA , LLC	Independent wealth	Jan 22, 2018	n/a	yes	PITTSBURGH, PA\|ORCHARD, NY	Current employment
WINTHROP PARTNERS - EPA, LLC	Independent wealth	Jan 22, 2018	n/a	yes	ORCHARD, NY	Current employment
WINTHROP PARTNERS - WNY, LLC	Independent wealth	Jan 22, 2018	Dec 31, 2020	no	ORCHARD, NY	Previous registration
WINTHROP PARTNERS - WPA , LLC	Independent wealth	Jan 14, 2016	Dec 31, 2016	no	Pittsburgh, PA\|ORCHARD, NY	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Nov 13, 2009	Dec 31, 2009	no	PITTSBURGH, PA	Previous registration
NATCITY INVESTMENTS, INC.	n/a	Dec 18, 2008	Nov 13, 2009	no	PITTSBURGH, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WINTHROP PARTNERS - WNY, LLC	WINTHROP PARTNERS - WPA , LLC	Dec 31, 2020	Jan 22, 2018	-1,074	Firm change after gap	RIA to RIA
WINTHROP PARTNERS - WPA , LLC	WINTHROP PARTNERS - WNY, LLC	Dec 31, 2016	Jan 22, 2018	387	Firm change	Other
PNC WEALTH MANAGEMENT	WINTHROP PARTNERS - WPA , LLC	Dec 31, 2009	Jan 14, 2016	2,205	Firm change after gap	Other
NATCITY INVESTMENTS, INC.	PNC WEALTH MANAGEMENT	Nov 13, 2009	Nov 13, 2009	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
282102:282100:NY:2016-12-31	Dec 31, 2016	Jan 22, 2018	ORCHARD, NY	Firm change

Relationships

Registered with (5)

→ WINTHROP PARTNERS - WNY, LLCRegistered adviserregistration: previous registration
Jan 22, 2018 to Dec 31, 2020factForm ADV
→ WINTHROP PARTNERS - EPA, LLCRegistered adviserregistration: current employment
Jan 22, 2018 to presentfactForm ADV
→ WINTHROP PARTNERS - WPA , LLCRegistered adviserregistration: previous registration
Jan 14, 2016 to Dec 31, 2016factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Nov 13, 2009 to Dec 31, 2009factForm ADV
→ NATCITY INVESTMENTS, INC.Registered adviserregistration: previous registration
Dec 18, 2008 to Nov 13, 2009factForm ADV

Dated events

No dated event names this entity yet.