Amy Ann Ryan

Employer firm

Upstate Advisers Inc CRD 341449

$34.1M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 11/2022
  Lpl Financial, Llc
  Pittsford, NY
• 11/2014 → 06/2018
  Post Magazine
  Rochester, NY
• 11/2022 → Present
  Homemaker
  Pittsford, NY
• 12/2023 → Present
  Rdg Capital Management Llc,
  Rochester, NY

Previous Registrations

• 2024-02-27 → 2026-06-18
  Rdg Capital Management Llc
  Pittsford, NY

Other Businesses

1) MADE ESSENTIALS LLC, Pittsford NY, 09/2022, Owner of a business, NIR, 5 HR/MO, 0 Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-01-03
• S66 Uniform Combined State Law Examination
  2003-05-20
• S63 Uniform Securities Agent State Law Examination
  1999-08-12

Other Names

• Amy Ann Agban
• Amy A Ryan