LeadIQ logo
Learn more at LeadIQ.com
Sincerus Advisory, LLC logo

Sincerus Advisory, LLC Employee Directory

Financial ServicesNew York, United States2-10 Employees

Sincerus Advisory, LLC is a financial services firm based in New York City that provides financial planning and investment advisory services. It targets a demographic of lifelong learners who want to be actively engaged in managing their finances but rely on the added value of expert guidance and time-saving support. The firm emphasizes delivering sound financial advice alongside curated technology solutions to streamline the client experience. 

Positioned within the financial services industry as a small, client-focused practice in the New York area, Sincerus serves clients seeking engaged financial management rather than hands-off automation alone. By combining advisory expertise with technology-enabled convenience, it aims to make comprehensive financial planning more accessible for its target audience.

Find Sincerus Advisory, LLC employees' phone numbers or email addresses

Sincerus Advisory, LLC Global Highlights

Location
Employees

North America
3

Minus sign iconPlus sign icon
  • United States Of America
    3

Sincerus Advisory, LLC's Leadership

  • Stylized image of a person
    D. F. W.
    Managing Partner
    Mobile Phone
  • Stylized image of a person
    D. R.
    Managing Partner
    Mobile Phone
  • Stylized image of a person
    D. G. P.
    Operations Specialist
    Mobile Phone

Sincerus Advisory, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Banking
  • Other

Contact profiles from Sincerus Advisory, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    D. F. W.
    Managing Partner
    Mobile Phone
    United StatesNew Jersey
    Jun 10, 2026
  • Stylized image of a person
    D. R.
    Managing Partner
    Mobile Phone
    United StatesNew York
    Jul 01, 2026
  • Stylized image of a person
    D. G. P.
    Operations Specialist
    Mobile Phone
    United StatesNew York
    Jun 30, 2026

Frequently Asked Questions

What is Sincerus Advisory, LLC known for?

Minus sign iconPlus sign iconSincerus Advisory, LLC was founded in 2019 operates in the Financial Services industry. Explore Sincerus Advisory, LLC's company overview page for more information.

What is Sincerus Advisory, LLC's most common email format?

Minus sign iconPlus sign iconSincerus Advisory, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Sincerus Advisory, LLC email formats with LeadIQ.

How many employees does Sincerus Advisory, LLC have currently?

Minus sign iconPlus sign iconSincerus Advisory, LLC has approximately 4 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Sincerus Advisory, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Sincerus Advisory, LLC's key employees include:

  • Managing Partner: D. F. W.
  • Managing Partner: D. R.
  • Operations Specialist: D. G. P.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.