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SINCERUS ADVISORY
SINCERUS ADVISORY, LLC
CRD 300559 · SEC 801-119083
CA, United States
Phone
(212) 203-7376
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$222.0M
Discretionary AUM
$203.8M
Team
4 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 113 | $61.2M |
| High net worth individuals | 45 | $114.4M |
| Pension/profit sharing plans | 1 | $2.1M |
| Charitable organizations | 3 | $20.4M |
| Corporations/business entities | 7 | $23.9M |
States served
CA, GA, NJ, NY, TX, NH
All web addresses on file
- https://www.linkedin.com/in/dannryan/
- https://twitter.com/nywealthadvisor
- https://sincerusadv.com/
- https://www.facebook.com/sincerusadvisory
- https://www.linkedin.com/company/sincerus-advisory
- https://www.linkedin.com/in/valeriewilliamscic/
- https://www.planningtowealth.com
- https://www.instagram.com/planningtowealth/
Official SEC filing: View on IAPD