Sincerus Advisory

Sincerus Advisory (CRD# 300559) is a financial advisory firm headquartered in New York, NY. They manage $155,577,159 in 527 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
99 Wall St. #185, New York, NY 10005
https://twitter.com/nywealthadvisor
By the Numbers
  • Total Assets Under Management
    156
    MILLION
  • Total Number of Accounts
    527
    ACCOUNTS
  • Average Account Value
    $295,213
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, GA, NH, NJ, NY, TX

Financial Advisors at Sincerus Advisory
Showing 1 - 2 of 2 top financial advisors.
1
David Wilson, financial advisor New York NY
David F. Wilson
CRD#: 4253003
New York, NY

David Wilson (CRD# 4253003) is an Investment Advisor Representative working at Sincerus Advisory in New York, NY and has over 20 years of experience in the finance industry.

2
Daniel Ryan, financial advisor New York NY
Daniel T. Ryan
CRD#: 5476606
New York, NY

Daniel Ryan (CRD# 5476606) is an Investment Advisor Representative working at Sincerus Advisory in New York, NY and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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