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Countryside Financial LLC

CRD 337489  ·  Williamsville, NY  ·  $73.2M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
337489
SEC number
801-134098
Firm type
RIA
Assets under management
$73.2M as of Jun 3, 2026
Website
www.countrysidefinancialny.com ↗
Phone
716-256-1330
Address
8600 Main Street, Williamsville, NY, 14221

Advisors at this firm

3 in our index · page 1 of 1

  • Trevor CahillCRD 7634605 · Williamsville, NY
    IA RegisteredRegistration inactive
  • Abbey GwinCRD 5396991 · Williamsville, NY
    IA RegisteredRegistration inactive
  • Patrick D SheelarCRD 7780116 · Williamsville, NY
    IA RegisteredRegistration inactive
1–3 of 3

Source & corrections

Where this page comes from

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SEC IAPD record for firm CRD 337489 ↗ FINRA BrokerCheck record for firm CRD 337489 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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