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Nottingham Wealth Partners, Inc.

● SEC registered since 2021CRD 306971SEC# 801-120561Syracuse, NY
Export (members)
Reg. AUM
$65.6M
Employees
6
Accounts
273
Location
Syracuse, NY

Nottingham Wealth Partners, Inc. assets under management

Nottingham Wealth Partners, Inc. is a registered investment adviser overseen by the SEC based in Syracuse, NY. The firm has been registered since 2021. It reports $65.6 million in regulatory assets under management and employs 6 people.
www.linkedin.com/in/joseph-polsinelli-839a391bView on SEC.gov ↗

Nottingham Wealth Partners, Inc. owners & executives

5 reported
NameTitleOwnershipSince
Anthony Franklin Van Ore ControlChief Compliance OfficerUnder 5%2023
Chasity Maureen Jaynes ControlChief Operating OfficerUnder 5%2022
Community Bank N.A. ControlOwnerOver 75%2020
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Frequently asked questions

How much does Nottingham Wealth Partners, Inc. manage?

Nottingham Wealth Partners, Inc. reports $65.6 million in regulatory assets under management on its Form ADV.

How many employees does Nottingham Wealth Partners, Inc. have?

Nottingham Wealth Partners, Inc. reports 6 employees.

Where is Nottingham Wealth Partners, Inc. located?

Nottingham Wealth Partners, Inc. is based in Syracuse, NY and has been SEC-registered since 2021.

Does Nottingham Wealth Partners, Inc. disclose fund performance?

Nottingham Wealth Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5790 Widewaters Parkway, Syracuse, NY 13214
Phone561-472-2312
Office hours9:00a.m. - 5:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$65.6M
Non-discretionary$0
Total (RAUM)$65.6M