Advisor at Upstate Advisors Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Upstate Advisors Group
Location
North Syracuse, NY 13212
Credentials
Series 63, Series 66
Industry experience
36 years
David Vinciguerra is a financial advisor with Upstate Advisors Group in North Syracuse, NY, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has worked with firms including Osaic Wealth, Inc. and Securities America Advisors, and has served as president of JSD & Associates, Inc. outside of his advisory role. Vinciguerra also holds a health insurance sales position and acts as co-trustee for certain trust accounts. Upstate Advisors Group provides investment advisory and discretionary portfolio management services exclusively to Taft-Hartley pension plans. The firm employs a strategic, buy-and-hold asset-allocation approach combined with fundamental analysis to manage globally diversified portfolios for institutional clients.
Based on Upstate Advisors Group
Flat annual fees negotiated per client, generally ranging from $7,500 to $40,000 or more for asset allocation and investment advice without portfolio management.
$0 - $500,000: 1.00% annually $500,001 - $750,000: 0.75% annually $750,001+: 0.50% annually
453 South Main Street
North Syracuse, NY 13212
New York
OSAIC
2024 - Present (2 years)
OSAIC
2024 - Present (2 years)
Securities America Advisors
2018 - 2024 (6 years)
Securities America Inc.
2018 - 2024 (6 years)
Upstate Advisors Group
2007 - Present (19 years)
Cadaret, Grant & Co., Inc.
1996 - Present (30 years)
Jsd & Associates, Inc.
1996 - Present (30 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63
Baldwinsville, NY
Main Street Wealth Management, LLC
Series 63, Series 65, Series 66
Syracuse, NY
Edward S. Green & Associates, LLC
Series 65
Syracuse, NY
Kraemer Capital Management LLC
CFA®
Fayetteville, NY
Constellation Asset Management, Inc.
Series 65
Syracuse, NY
LTS Wealth Management
CFP®, CFA®, Series 63, Series 66
East Syracuse, NY
BPC Advisors LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")