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LAKE ROAD ADVISORS, LLC
CRD 281657 · SEC 801-117338
5 EAST MARKET STREET, SUITE 229, CORNING, NY, 14830, United States
Phone
(607) 438-2914
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$98.8M
Discretionary AUM
$91.9M
Team
2 total employees; 2 advisory reps; 15 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $7.2M |
| High net worth individuals | 94 | $84.7M |
| Pension/profit sharing plans | 5 | $6.8M |
States served
NE, NY, OR, PA, WA, TX, NH
All web addresses on file
- https://www.instagram.com/lakeroadadvisors/
- https://x.com/psydlansky
- https://www.linkedin.com/company/lake-road-advisors/
- https://www.facebook.com/LakeRoadAdvisors/
- https://www.lakeroadadvisors.com/
- https://www.youtube.com/channel/UCj0-ftcHN9XiujvPINN84gQ
- https://www.instagram.com/paulsydlansky/
- http://linkedin.com/in/psyd1
Official SEC filing: View on IAPD