Syracuse, NY Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Dakota Wealth, LLC
Multi-team
Firm-wide stats for Dakota Wealth, LLC
About
Dakota Wealth, LLC serves a broad mix of individuals (including high net worth clients), trusts, foundations, retirement plans, charitable organizations and business enterprises. The firm offers wealth management, discretionary and non‑discretionary investment management, stand‑alone financial planning and investment consulting, retirement plan advisory services (including 3(21)/3(38) roles), and acts as an advisor to pooled vehicles and registered investment companies.
The firm builds customized, primarily long‑term portfolios using mutual funds and ETFs alongside individual equities, fixed income, structured products, REITs and options, and may allocate to independent managers when appropriate. Dakota Wealth emphasizes ongoing oversight and due diligence—its disclosure notes that private fund allocations are researched in‑house (including on‑site visits) and that most client assets are managed on a discretionary basis.
What distinguishes Dakota Wealth from many peers is its active role as a manager and general partner to private funds (the Persimmon Absolute Return Fund master/feeder structure) and its engagement as sub‑adviser to a registered ETF, arrangements the firm discloses as creating potential conflicts of interest. The firm also discloses affiliated tax services, use of an insurance platform relationship, institutional arrangements with multiple custodians that provide platform benefits, and a generally no‑minimum relationship policy that may be atypical for an enterprise advisor of its scale.
Based on Dakota Wealth, LLC
Expertise
Based on Dakota Wealth, LLC
Location
432 North Franklin Street, Suite 80
Syracuse NY 13204
Advisors at this office
3
Advisors at this office
William K
Series 63, Series 65
Syracuse, NY
Dakota Wealth, LLC
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.
John K
Series 63, Series 65
Syracuse, NY
Dakota Wealth, LLC
John King is a financial advisor at Dakota Wealth, LLC with five years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for Key Private Bank from 2009 to 2021. Dakota Wealth, LLC serves individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises, offering wealth management, investment management, financial planning, and retirement plan advisory services. The firm builds customized, primarily long-term portfolios using various investment vehicles and emphasizes active oversight, including managing private funds and acting as sub-adviser to a registered ETF.
Bridget C
Series 65, Series 66
Syracuse, NY
Dakota Wealth, LLC
Bridget Cunningham is a financial advisor at Dakota Wealth, LLC with 13 years of industry experience. She holds Series 65 and Series 66 designations. Prior to joining Dakota Wealth in 2021, she spent 28 years at KeyBank NA. Dakota Wealth, LLC provides wealth management, investment management, financial planning, and retirement advisory services to individuals, trusts, foundations, charitable organizations, and business enterprises. The firm specializes in customized, primarily long-term portfolios utilizing mutual funds, ETFs, equities, fixed income, structured products, REITs, and options, along with independent manager allocations when appropriate.
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