Nottingham Wealth Partners, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Nottingham Wealth Partners provides fee-based discretionary investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, businesses, charitable organizations and retirement plans. The firm acts as a fiduciary and offers both ongoing portfolio management and stand‑alone financial planning, and it serves as a 3(21) advisor for retirement plans when engaged by plan sponsors.
The firm’s investment approach is primarily long‑term and grounded in fundamental analysis, with portfolios constructed from low‑cost, diversified mutual funds and ETFs and supplemented with individual stocks or bonds as needed. NWP may allocate to unaffiliated independent managers, operates a wrap fee program, and uses select managers and funds (including Dimensional Fund Advisors products) that are subject to adviser approval and implementation constraints.
Several structural features distinguish NWP from many peers: it is owned by Community Bank, N.A. and operates alongside affiliated businesses including Nottingham Advisors (an SEC‑registered adviser) and OneGroupNY (an insurance business), and certain advisory persons are registered representatives of LPL Financial and licensed insurance agents. The firm manages roughly $80.5 million for about 142 clients, sponsors a wrap program, uses multiple branch offices, and discloses these affiliations and the resulting potential conflicts of interest along with mitigation measures in its disclosure brochure.
Client services
Expertise
Fee options
Fixed fees range from $1,500 to $3,500 per engagement
up to 2.00%
Advisory Persons who are registered representatives receive commissions for securities transactions; insurance commissions also apply.
$175 to $350 per hour
Annual fees ranging from $500 to $5,000 as retainer, invoiced quarterly
Main office
333 Butternut Dr.
Syracuse NY 13214, United States
Offices (4)
Most active in
Florida · Minnesota · New Hampshire · New York · South Dakota · Texas · Vermont
Also doing business as
Community Bank, N.A. · Empire State Asset Management · Nottingham Financial Group · Nottingham Wealth Partners, Inc. · Onegroup Wealth Investment Services, Inc · Onegroup Wealth Partners, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is 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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not 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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Quick links
Advisors at this firm
Joseph P
Series 65, Series 63
Latham, NY
Nottingham Wealth Partners, Inc.
Joseph Polsinelli is a financial advisor at Nottingham Wealth Partners, Inc. with 30 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at firms including LPL Financial, Cetera, and OneGroup Wealth Partners. Polsinelli also serves as a trustee for a family member’s irrevocable trust and is the owner of Empire State Asset Management LLC. Nottingham Wealth Partners provides fee-based discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach based on fundamental analysis, utilizing low-cost diversified funds, ETFs, and select individual securities.
Paul R
ChFC®, Series 63, Series 66
Venice, FL
Nottingham Wealth Partners, Inc.
Paul Restante is a financial advisor with Nottingham Wealth Partners, Inc. He holds the ChFC® designation and has 38 years of industry experience. His career includes roles at OneGroup Wealth Partners, Inc., LPL Financial LLC, Invest Financial Corporation, and the Community Bank, NA Trust Division. Nottingham Wealth Partners, Inc. provides fee-based discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $65.6 million in discretionary assets and constructs customized, primarily long-term portfolios using low-cost mutual funds, ETFs, individual stocks, and bonds.
Anthony V
CFP®, Series 63, Series 65, Series 66
Orlando, FL
Nottingham Wealth Partners, Inc.
Anthony Van Ore is a CFP® professional with 16 years of industry experience, currently serving at Nottingham Wealth Partners, Inc. His prior roles include positions at Onegroup Wealth Partners, Destiny Wealth Partners, and Ruggie Wealth Management among others. Outside of financial advising, he holds executive leadership roles in several massage therapy businesses. Nottingham Wealth Partners, Inc. provides fee-based discretionary investment management and financial planning services to individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm constructs customized, primarily long-term portfolios using low-cost mutual funds, ETFs, and individual securities, and manages approximately $65.6 million in discretionary assets through a two-advisor team operating across five offices.
Michael C
Series 63, Series 66
Dewitt, NY
Nottingham Wealth Partners, Inc.
Michael Cerminaro Jr. is a financial advisor at Nottingham Wealth Partners, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at HSBC Bank USA for 17 years, as well as LPL Financial and Nottingham Financial Group. Nottingham Wealth Partners provides fee-based discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $65.6 million in discretionary assets and constructs customized, primarily long-term portfolios using low-cost mutual funds, ETFs, individual stocks, and bonds.
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