Paul
Sydlansky

Lake Road Advisors, LLC

CRD#3226165
Investment Advisor
in Corning, NY

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About this Advisor

Paul Sydlansky is a certified financial planner working in Corning, New York with a total of 3 years of industry experience. Sydlansky currently works for Lake Road Advisors, LLC. Their career trajectory has included roles at Lake Road Advisors, LLC and John G. Ullman & Associates, Inc. Sydlansky holds a Series 63 license, certifying them as a securities representative, and can work in New York, Oregon and Texas. Lake Road Advisors, LLC is an advisory firm operating out of Corning, NY. It has offices in two locations and just two employees. It handles $58 million in total assets between its 113 customer accounts, making it one of the smaller investment advisory firms in the country by assets under management. Of its 113 accounts, 42% are held by high-net-worth investors who have more than $1 million in assets available to invest. Lake Road Advisors, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors depend on which service is offered. However, fee types billed by Lake Road Advisors, LLC can include some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

5 East Market Street Suite 229
Corning, NY 14830

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Lake Road Advisors, LLC Brokerage Details

Total Assets Under Management

$57,531,975

NY Average: $7,464,549,021
Total Number of Employees

2

NY Average: 88
Total Number of Accounts

113

NY Average: 3,892
Average Account Size

$509,133

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Paul Sydlansky Work History

Paul has been registered as a financial advisor for 3 years.*

2016 - Present (8 years)

Lake Road Advisors, LLC

2012 - 2016 (4 years)

John G. Ullman & Associates, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Paul Sydlansky to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lake Road Advisors, LLC

Hayley Haslett
Beaverton, OR
Paul Sydlansky
Corning, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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