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Paul Vincent Sydlansky

LAKE ROAD ADVISORS, LLC·CORNING, New York
Series 3, Series 7, Series 63Clean record5 years registeredLAKE ROAD ADVISORS, LLC
5 EAST MARKET STREET, CORNING, NY 14830CRD# 3226165Firm CRD# 281657

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul Vincent Sydlansky · CORNING, NY
Registration
CRD #3226165 · LAKE ROAD ADVISORS, LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

LAKE ROAD ADVISORS, LLC
Nov 2020 – present
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 7
Series 63
Registration record
First registered · November 4, 2020
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LAKE ROAD ADVISORS, LLC
CRD 281657 · SEC 801-117338
AUM
$68M
Regulatory assets under management
Employees
2
115 client accounts
Services offered by LAKE ROAD ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LAKE ROAD ADVISORS, LLC →
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Frequently Asked Questions

What services does Paul Vincent Sydlansky offer?
Paul Vincent Sydlansky specializes in Financial Planning, Investment Management. Contact their office in CORNING, New York for a consultation.
What are Paul Vincent Sydlansky's credentials?
Paul Vincent Sydlansky is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Vincent Sydlansky located?
Paul Vincent Sydlansky is based in CORNING, New York, working with LAKE ROAD ADVISORS, LLC. Their office serves clients in the CORNING metropolitan area and surrounding communities.
How does Paul Vincent Sydlansky charge for services?
Paul Vincent Sydlansky's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LAKE ROAD ADVISORS, LLC?
LAKE ROAD ADVISORS, LLC has approximately 2 employees and manages $68M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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