NOTTINGHAM WEALTH PARTNERS, INC.
Firm details
- Headquarters
- SYRACUSE, New York
- CRD number
- 306971
- Registered since
- March 22, 2021
- Custodians
- ASSETMARK TRUST CO., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals58.77%
- HNWI41.23%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Nottingham Wealth Partners, Inc. is an independent registered investment adviser that began SEC registration in 2021. The firm serves primarily individual and family clients and operates as a capital allocator, meaning it selects and places client capital with third-party managers in addition to managing portfolios directly. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Fee arrangements are flexible and include asset-based fees, hourly charges, and fixed-fee engagements. The firm is not identified as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds73%
- Exchange Traded Equities20%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds3%
- US Government Bonds1%
Owners & executives
1 of 1Anthony Van Ore
Chief Compliance OfficerCRD 3028693
Contacts
3 of 4PAUL RESTANTE
PresidentCRD 1214619
MICHAEL CERMINARO
IARCRD 2824371
JOSEPH POLSINELLI
Investment Advisor RepresentativeCRD 2098985
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SYRACUSE, NY
ONONDAGA
Location
SYRACUSE, NY
Headquartered in SYRACUSE, NY, anchoring the Syracuse-Auburn, NY metro in the Northeast.
- Metro area
- Syracuse-Auburn, NY
- Region
- Northeast
- County
- ONONDAGA
- Address
- 333 Butternut Dr
- Time zone
- ET (UTC-5)
- Office locations
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