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William Joseph Kamery

Dakota Wealth, LLC

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About William Joseph Kamery

William Joseph Kamery is a financial advisor at Dakota Wealth, LLC. William has been a financial advisor for over 12 years. William has experience working with individuals, families, businesses, and charitable organizations. William offers financial planning, portfolio management, and outsourced investment advisory services.

Firm Information

William Kamery is currently registered with Dakota Wealth, LLC. Dakota Wealth, LLC is an investment advisor headquartered in PALM BEACH GARDENS, FL. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management services for individuals, investment companies, pooled investment vehicles, and other investment advisors. The firm also provides outsourced investment advisory services for other advisors and tax preparation/filing. As of December 31, 2022, Dakota Wealth, LLC had $6,122,964,202 in regulatory assets under management.
Dakota Wealth, LLC

11376 N. JOG ROAD

PALM BEACH GARDENS, FL 33418-1752

$6.12B

Assets Under Management

Not reported

Total Clients

51

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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outsourced investment advisory services for other advisers; tax preparation/filing

Outsourced investment advisory services for other advisers; tax preparation/filing

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Kamery’s Registration & Firm History

FL

08/02/2021 - Present

Dakota Wealth, LLC (PALM BEACH GARDENS FL)

NY

10/09/2008 - 09/10/2014

LINCOLN FINANCIAL ADVISORS CORPORATION (SYRACUSE NY)

NY

05/26/2008 - 08/21/2008

MORGAN STANLEY & CO. INCORPORATED (SYRACUSE NY)

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Licenses & Designations

IA

Issued 07/31/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/02/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/30/2008

Series 31 - Futures Managed Funds Examination

BC

Issued 05/22/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Joseph Kamery.
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