AdvisorOS Directory
Claim Profile
DC

David Bruce Coon

ONEGROUP WEALTH PARTNERS, INC.·SYRACUSE, New York
Unclaimed Profile
5790 WIDEWATERS PARKWAY, SYRACUSE, NY 13214CRD# 720493Firm CRD# 306971
01

About

David Bruce Coon is a registered financial advisor based in SYRACUSE, New York, affiliated with ONEGROUP WEALTH PARTNERS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ONEGROUP WEALTH PARTNERS, INC.
ONEGROUP WEALTH PARTNERS, INC.
AUM
$93M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at ONEGROUP WEALTH PARTNERS, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 720493
Firm CRD# 306971
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SYRACUSE?

Browse all registered financial advisors in SYRACUSE, New York or claim this profile if it's yours.

Browse SYRACUSE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does David Bruce Coon offer?
David Bruce Coon specializes in Financial Planning, Investment Management. Contact their office in SYRACUSE, New York for a consultation.
What are David Bruce Coon's credentials?
David Bruce Coon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Bruce Coon located?
David Bruce Coon is based in SYRACUSE, New York, working with ONEGROUP WEALTH PARTNERS, INC.. Their office serves clients in the SYRACUSE metropolitan area and surrounding communities.
How does David Bruce Coon charge for services?
David Bruce Coon's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ONEGROUP WEALTH PARTNERS, INC.?
ONEGROUP WEALTH PARTNERS, INC. has approximately 8 employees and manages $93M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SYRACUSE
Michelle Denise Werth — CADARET, GRANT & CO., INC.Susan Schott Hawks — CADARET, GRANT & CO., INC.Daniel Zanti Strine — PASSIVE CAPITAL MANAGEMENT, LLCAnthony Franklin Van Ore — ONEGROUP WEALTH PARTNERS, INC.Theodore John Sarenski — BLUE OCEAN STRATEGIC CAPITAL, LLC
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)BUFFALO (132)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideBUFFALO Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile