David Flores Wilson
Investment adviser representative at Sincerus Advisory
17 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$222MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Sincerus AdvisoryMay 2020 to now
- Watts Capital Partners LLCNov 2009 to May 2020
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (CA, NY).
Sincerus Advisory
Legal name: Sincerus Advisory, LLC
$222MAssets managed
169Clients
3Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4253003
- Firm CRD
- 300559