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NO OTHER PRIMARY BUSINESS NAME
EASTSIDE FINANCIAL ADVISORS, LLC
CRD 120371 · SEC 801-107433
NY, United States
Phone
315-967-9418
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$30.1M
Discretionary AUM
$30.1M
Team
0 total employees; 0 advisory reps; 94 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 87 | $9.2M |
| High net worth individuals | 4 | $13.2M |
| Pension/profit sharing plans | 3 | $7.7M |
States served
NY
Official SEC filing: View on IAPD