Advisor at Dakota Wealth, LLC
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
Dakota Wealth, LLC
Location
Syracuse, NY 13204
Credentials
Series 63, Series 65
Industry experience
4 years
William Kamery is a financial advisor with Dakota Wealth, LLC in Syracuse, NY, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Dakota Wealth in 2021, he worked at KeyBank National Association for seven years. Dakota Wealth Management offers investment advisory and comprehensive wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, and business enterprises. The firm constructs customized portfolios using diversified allocations across multiple asset classes and employs a research process that integrates fundamental, technical, cyclical, and charting analysis.
Based on Dakota Wealth, LLC
Based on Dakota Wealth, LLC
Fixed fees for financial planning and investment consulting services as stated above
$0+: Up to 2.00% annually based on various factors $0+: Additional 0.50% annually for Dynamic Growth strategy accounts $0+: 0.75% annually for held away accounts managed through Pontera Inc.
Fee-only: Fixed fees typically ranging from $5,000 to $25,000 for financial planning; $1,000 to $15,000 for investment consulting
432 North Franklin Street, Suite 80
Syracuse, NY 13204
New York
Dakota Wealth, LLC
2021 - Present (5 years)
KeyBank National Association
2014 - 2021 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
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.
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.
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
Series 63, Series 65
Marietta, NY
Clements Investment Management
CFA®
Fayetteville, NY
Constellation Asset Management, Inc.
Series 65
Syracuse, NY
LTS Wealth Management
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")