David Wilson is a CFA, CFP-designated registered investment advisor at Sincerus Advisory, based in New York, NY, with 23 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 7 more. Their firm serves 169 clients with $220M in assets under 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 $2.0M | 1.00% |
| $2.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable at the discretion of Sincerus Advisory. Minimum annual fee for any advisory service is $7,000.
Fee Estimator
Contact
David Wilson
Location
New York, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Sincerus Advisory
Previous Registrations
Watts Capital Partners LLC
Karbone Capital Markets, LLCBroker
Watts Capital Partners LLC
Barclays Capital INC.Broker
Lehman Brothers INC.Broker
State Registrations2 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.
Exams
Additional Information
David Flores Wilson, CFP®, CFA, CEPA®, a Managing Partner at Sincerus Advisory in New York City, advises and coaches business owners and professionals on a broad spectrum of financial matters as they make progress towards their goals and dreams. Prior to joining Watts Capital Partners, David was a Vice President in the Fixed Income Division at Barclays Capital. He received a BS from the University of California, Berkeley and holds the Certified Exit Planer Analyst (CEPA), Certified College Financial Consultant (CCFC), Chartered Financial Analyst (CFA), Behavioral Financial Advisor™ and Certified Financial Planner (CFP®) designations.
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