Best Investors Account Sign in
Inactive

Paul Vincent Sydlansky

Lake Road Advisors, LLC

Corning, NY

CRD 3226165

Claim This Profile
Employer firm

Lake Road Advisors, LLC CRD 281657

$98.8M regulatory AUM 15 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Lake Road Advisors, Llc

5 East Market Street Suite 229, Corning, NY 14830 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-01
TX RA APPROVED 2020-11-04
  • NY RA
    APPROVED
    Since 2021-06-01
  • TX RA
    APPROVED
    Since 2020-11-04

Branch Locations

5 East Market Street Suite 229, Corning, NY 14830 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lake Road Advisors, Llc Corning NY 01/2016 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-12-20
  • S63 Uniform Securities Agent State Law Examination
    1999-12-20
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ROOTED PLANNING GROUP
ALSWORTH CAPITAL MANAGEMENT, LLC

Nearby Investors

Hayley Pamela Haslett
RYAN D BARDEN
MARK WILLIAM CORNFIELD

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CORNING, NY
ROOTED PLANNING GROUP · CORNING, NY
ALSWORTH CAPITAL MANAGEMENT, LLC · CORNING, NY

More in Corning, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor