David Vinciguerra
David Vinciguerra is a registered investment advisor at Upstate Advisors Group, based in North Syracuse, NY, with 36 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $750K | 0.75% |
| $750K+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
453 S Main St, North Syracuse, NY, 13212
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 1997Other Business ActivitiesSells Insurance
David works as a financial advisor and also sells health insurance, dedicating about 10-20% of his time and minimal time respectively to these activities. He is also a co-trustee for a trust account and owns rental property, spending a few hours per week on each.
Employment History
Current Registrations
Upstate Advisors Group
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Upstate Advisors Group
Securities America Advisors, INC.
Securities America, INC.Broker
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Jameson, Dewitt & Associates, INC.Broker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.