David Wilson has been Managing Partner of Sincerus Advisory since May 2020, is a control person of the firm and directly owns between 50% and 75% of it. David Wilson holds a Bachelor of Science in Business Administration from the University of California, Berkeley.
Sincerus Advisory, LLC is a firm with $222M under management, 169 clients and 3 advisers across 5 offices, as of its March 2026 filing.
David Flores Wilson is Managing Partner of Sincerus Advisory, based in New York, NY. He has held the role since 2020 and is also Writer/Editor for Planning to Wealth. He was previously Senior Wealth Advisor at Watts Capital Partners from 2009 to 2020 and Analyst, Associate and Vice President at Barclays Capital from 2000 to 2009. He works with professionals and business owners in New York City.
David Wilson’s longest registration was 6 years at Watts Capital Partners LLC (2010–2016). Before joining Sincerus Advisory in 2020, David Wilson was registered through Watts Capital Partners LLC.
- Watts Capital Partners LLC– · 2 yearsNew York, NY · Adviser representative · Firm CRD 149049
- Watts Capital Partners LLC– · 6 yearsNew York, NY · Adviser representative · Firm CRD 149049
Professional designations
Listed by Sincerus Advisory
- CFA
- CFP®
- AEP®
- CEPA®
- CCFC
Investment adviser representative registrations
David Wilson is registered as an investment adviser representative in 2 states. The first approvals date from May 2020; the most recent is New York, in March 2021.
- CaliforniaSince 15 May 2020
- New YorkSince 11 March 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 18 March 2010 |
| Series 24 | General Securities Principal Examination | 1 October 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 July 2003 |
| Series 7 | General Securities Representative Examination | 4 September 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David Flores Wilson
- CRD
- 4253003
- Firm
- Sincerus Advisory · CRD 300559
- Role
- Managing Partner
- Office
- New York, NY
- Registration
- Investment adviser registration
- In the industry since
- December 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sincerusadv.com
Where does David Wilson work?
David Wilson has been Managing Partner of Sincerus Advisory, LLC since May 2020, and is a control person of the firm.
Is David Wilson a financial advisor?
Yes. David Wilson has a current investment-adviser registration in California and New York, through Sincerus Advisory since May 2020.
How many years of experience does David Wilson have?
David Wilson has 23 years in the financial industry, since December 2002, across 2 adviser firms.
What exams has David Wilson passed?
David Wilson has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 65. The earliest, the Series 7, was passed in September 2001. FINRA credited David Wilson with the SIE, which began in October 2018.
Where did David Wilson work before Sincerus Advisory?
Before Sincerus Advisory, David Wilson was registered through Watts Capital Partners LLC, March 2010 to December 2016.
Where is David Wilson based?
David Wilson’s registered office is in New York, NY.
Is David Wilson registered with FINRA?
No. David Wilson has no current broker registration.
Is David Wilson a CFP?
Sincerus Advisory lists David Wilson with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Is David Wilson a CFA charterholder?
Sincerus Advisory lists David Wilson with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
How can I verify David Wilson’s record?
Search CRD 4253003 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Wilson’s full registration record.