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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM under $100M

NOTTINGHAM WEALTH PARTNERS, INC.

CRD 306971

SYRACUSE, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:606c0016-cc48-5b8e-7b62-04c4573becdb

Data as of Apr 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 13
On other graphs: 0
Observed: Jan 22, 2020 to Apr 17, 2026
30 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=4.0
Regulatory AUM: $80.5MItem 5.F on the latest filing (2026-04-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $80.5M
Private client RAUM: $80.5MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $20.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 3
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 299
Individual clients: 126
High net worth clients: 16
Custody, client assets: $6.5M
SEC number: 801-120561
CRD: 306971
Filings on the tape: 30
First filed: Jan 22, 2020
Latest filed: Apr 17, 2026
Organised: Corporation, NY

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
PAUL ANTHONY RESTANTE	Chartered Financial Consultant	SYRACUSE, NY \| Venice, FL	3	39	2	yes
Anthony Van Ore	Certified Financial Planner	ORLANDO, FL	3	28	6	no
JOSEPH DELIO POLSINELLI	n/a	Latham, NY \| SYRACUSE, NY	3	34	3	yes
MICHAEL THOMAS CERMINARO	n/a	Dewitt, NY \| SYRACUSE, NY	1	29	3	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
COMMUNITY BANK N.A.	Owner	E	yes	01/2020	Jan 22, 2020	May 7, 2024
COMMUNITY BANK SYSTEM, INC	Owner	E	yes	01/1992	Mar 20, 2023	May 7, 2024
JAYNES, CHASITY, MAUREEN	CHIEF OPERATING OFFICER	Na	yes	09/2022	Oct 21, 2022	May 7, 2024
RESTANTE, PAUL, ANTHONY	PRESIDENT AND CEO	Na	yes	10/2022	Oct 21, 2022	May 7, 2024
VAN ORE, ANTHONY, FRANKLIN	CHIEF COMPLIANCE OFFICER	Na	yes	02/2023	Feb 27, 2023	May 7, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
NOTTINGHAM ADVISORS INC.	n/a	Mixed wealth	$1.4B	N	yes	n/a
BENEFIT PLANS ADMINISTRATIVE SERVICES, INC.	n/a	n/a	n/a	N	yes	n/a
COMMUNITY BANK NA	n/a	n/a	n/a	Y	yes	n/a
COMMUNITY INVESTMENT SERVICES INC	n/a	n/a	n/a	N	yes	n/a
HAND BENEFITS & TRUST COMPANY	n/a	n/a	n/a	N	yes	n/a
HAND SECURITIES, INC	n/a	n/a	n/a	N	yes	n/a
ONEGROUP NY, INC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Bloomington	Mn	United States	1	yes
Latham	NY	United States	1	yes
Syracuse	NY	United States	1	yes
SIOUX FALLS	Sd	United States	1	yes
n/a	n/a	n/a	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 6 of 8

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 17, 2026	$80.5M	$80.5M	7	3	4	n/a	n/a
2024	Apr 21, 2025	$65.6M	$65.6M	6	2	4	n/a	n/a
2023	Mar 26, 2024	$92.9M	$89.1M	8	4	6	n/a	n/a
2022	Feb 27, 2023	$37.2M	$37.2M	6	3	5	n/a	n/a
2021	Mar 22, 2022	$54.1M	$54.1M	4	2	2	n/a	n/a
2020	Feb 17, 2021	$32.2M	$29.2M	3	1	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	3	4

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$80.5M	$65.6M	22.6%	$37.2M	29.3%	7	6	4	4

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
FBD ASSET MGMT	3	Sep 26, 2021	Oct 10, 2023	BLOOMINGTON, MN	Firm absorbed	RIA to RIA	100.0%

Relationships

Affiliated with (2)

← NOTTINGHAM ADVISORS INC.Registered adviserother investment adviser, common control
factForm ADV
→ NOTTINGHAM ADVISORS INC.Registered adviserother investment adviser, common control
factForm ADV

Registered with (9)

← MICHAEL THOMAS CERMINAROAdvisorregistration: current employment
Aug 19, 2025 to presentfactForm ADV
← JOSEPH DELIO POLSINELLIAdvisorregistration: current employment
Sep 5, 2023 to presentfactForm ADV
← Anthony Van OreAdvisorregistration: current employment
Apr 5, 2023 to presentfactForm ADV
← PAUL ANTHONY RESTANTEAdvisorregistration: current employment
Jan 25, 2023 to presentfactForm ADV
← TODD ANTHONY MATHISONAdvisorregistration: previous registration
Jan 3, 2022 to Aug 2, 2024factForm ADV
← Isaac Robert King CoutierAdvisorregistration: previous registration
Feb 22, 2024 to Jul 11, 2024factForm ADV
← Dalton LehnenAdvisorregistration: previous registration
Oct 10, 2023 to Apr 15, 2024factForm ADV
← Lucas Jon PetersonAdvisorregistration: previous registration
Oct 10, 2023 to Feb 29, 2024factForm ADV
← JOSEPH HAROLD LITTKYAdvisorregistration: previous registration
Feb 26, 2020 to Apr 27, 2022factForm ADV

Controls (5)

← RESTANTE, PAUL, ANTHONYOwnerPRESIDENT AND CEO, ownership code NA, individual
Oct 21, 2022 to May 7, 2024factForm ADV
← JAYNES, CHASITY, MAUREENOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Oct 21, 2022 to May 7, 2024factForm ADV
← VAN ORE, ANTHONY, FRANKLINOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Feb 27, 2023 to May 7, 2024factForm ADV
← COMMUNITY BANK N.A.OwnerOWNER, ownership code E, domestic entity
Jan 22, 2020 to May 7, 2024factForm ADV
← COMMUNITY BANK SYSTEM, INCOwnerOWNER, ownership code E, domestic entity
Mar 20, 2023 to May 7, 2024factForm ADV

Moved with (1)

← FBD ASSET MGMTRegistered adviser3 advisors, firm absorbed, same day
Sep 26, 2021 to Oct 10, 2023factForm ADV

Dated events

Occurred
Aug 2, 2024
Advisor changed firm
Todd Anthony Mathison left Nottingham Wealth Partners, Inc. for Impact Retirement Advisors (registered 2024-06-07)
Form ADVobserved 6 days ago
Occurred
Jul 11, 2024
Advisor changed firm
Isaac Robert King Coutier left Nottingham Wealth Partners, Inc. for Impact Retirement Advisors (registered 2024-06-07)
Form ADVobserved 6 days ago
Occurred
Apr 15, 2024
Advisor changed firm
Dalton Lehnen left Nottingham Wealth Partners, Inc. for Schwan Financial Advisors, Llc (registered 2024-07-15)
Form ADVobserved 6 days ago
Occurred
Feb 29, 2024
Advisor changed firm
Lucas Jon Peterson left Nottingham Wealth Partners, Inc. for Carlson Capital Management, Llc (registered 2024-04-18)
Form ADVobserved 6 days ago
Occurred
Feb 27, 2023
Control person left
Bruce David Coon (Chief Compliance Officer) no longer on Schedule A of Nottingham Wealth Partners, Inc. (listed 2022-11-09, absent 2023-02-27)
Form ADVobserved 6 days ago
Occurred
Feb 27, 2023
Control person joined
Franklin Anthony Van Ore (Chief Compliance Officer) appeared on Schedule A of Nottingham Wealth Partners, Inc.
Form ADVobserved 6 days ago
Occurred
Oct 21, 2022
Control person joined
Maureen Chasity Jaynes (Chief Operating Officer) appeared on Schedule A of Nottingham Wealth Partners, Inc.
Form ADVobserved 6 days ago
Occurred
Oct 21, 2022
Control person joined
Anthony Paul Restante (President And Ceo) appeared on Schedule A of Nottingham Wealth Partners, Inc.
Form ADVobserved 6 days ago
Occurred
Apr 27, 2022
Advisor changed firm
Joseph Harold Littky left Nottingham Wealth Partners, Inc. for Blue Line Capital Advisors (registered 2022-04-14)
Form ADVobserved 6 days ago
Occurred
Feb 17, 2021
Control person joined
Bruce David Coon (Chief Compliance Officer) appeared on Schedule A of Nottingham Wealth Partners, Inc.
Form ADVobserved 6 days ago
Occurred
Feb 17, 2021
Control person left
Harold Joseph Littky (Managing Director And Chief Compliance Officer) no longer on Schedule A of Nottingham Wealth Partners, Inc. (listed 2020-07-01, absent 2021-02-17)
Form ADVobserved 6 days ago
Occurred
May 22, 2020
Control person left
Bruce David Coon (Chief Compliance Officer) no longer on Schedule A of Nottingham Wealth Partners, Inc. (listed 2020-05-19, absent 2020-05-22)
Form ADVobserved 6 days ago
Occurred
Jan 22, 2020
First Form ADV filing
Community Bank, N.A. filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:606c0016-cc48-5b8e-7b62-04c4573becdb
First observed: Jan 22, 2020
Last observed: Apr 17, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

NOTTINGHAM WEALTH PARTNERS, INC.

CRD 306971

SYRACUSE, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:606c0016-cc48-5b8e-7b62-04c4573becdb

Data as of Apr 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:21 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

PAUL ANTHONY RESTANTE

Chartered Financial Consultant

SYRACUSE, NY | Venice, FL

yes

Anthony Van Ore

Certified Financial Planner

ORLANDO, FL

JOSEPH DELIO POLSINELLI

n/a

Latham, NY | SYRACUSE, NY

yes

MICHAEL THOMAS CERMINARO

n/a

Dewitt, NY | SYRACUSE, NY

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

COMMUNITY BANK N.A.

Owner

yes

01/2020

Jan 22, 2020

May 7, 2024

COMMUNITY BANK SYSTEM, INC

Owner

yes

01/1992

Mar 20, 2023

May 7, 2024

JAYNES, CHASITY, MAUREEN

CHIEF OPERATING OFFICER

yes

09/2022

Oct 21, 2022

May 7, 2024

RESTANTE, PAUL, ANTHONY

PRESIDENT AND CEO

yes

10/2022

Oct 21, 2022

May 7, 2024

VAN ORE, ANTHONY, FRANKLIN

CHIEF COMPLIANCE OFFICER

yes

02/2023

Feb 27, 2023

May 7, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

NOTTINGHAM ADVISORS INC.

n/a

Mixed wealth

$1.4B

yes

n/a

BENEFIT PLANS ADMINISTRATIVE SERVICES, INC.

n/a

yes

n/a

COMMUNITY BANK NA

n/a

yes

n/a

COMMUNITY INVESTMENT SERVICES INC

n/a

yes

n/a

HAND BENEFITS & TRUST COMPANY

n/a

yes

n/a

HAND SECURITIES, INC

n/a

yes

n/a

ONEGROUP NY, INC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Bloomington

United States

yes

Latham

United States

yes

Syracuse

United States

yes

SIOUX FALLS

United States

yes

n/a

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 17, 2026

$80.5M

n/a

2024

Apr 21, 2025

$65.6M

n/a

2023

Mar 26, 2024

$92.9M

$89.1M

n/a

2022

Feb 27, 2023

$37.2M

n/a

2021

Mar 22, 2022

$54.1M

n/a

2020

Feb 17, 2021

$32.2M

$29.2M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$80.5M

$65.6M

22.6%

$37.2M

29.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

FBD ASSET MGMT

Sep 26, 2021

Oct 10, 2023

BLOOMINGTON, MN

Firm absorbed

RIA to RIA

100.0%