Unclaimed Profile

Sidney Irving Shupack

FIRST STATE INVESTMENT ADVISORS INC·TULSA, Oklahoma

SIE, Series 00, Series 1, Series 6329 years registeredFIRST STATE INVESTMENT ADVISORS INC

7136 SOUTH YALE, TULSA, OK 74136CRD# 423043Firm CRD# 104788

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sidney Irving Shupack · TULSA, OK

Registration

CRD #423043 · FIRST STATE INVESTMENT ADVISORS INC · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FIRST STATE INVESTMENT ADVISORS INC

FIRST STATE INVESTMENT ADVISORS INC

Aug 1996 – Feb 2026

TULSA, OK

Registrations & Exams

FINRA examinations passed

SIE

Series 00

Series 1

Series 63

Registration record

First registered · August 26, 1996

Years registered · 29

Disclosure History

1991Regulatory·Final

1987Regulatory·Final

1982Regulatory·Final

1979Regulatory·Final

1978Regulatory·Final

1973Regulatory·Final

6 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

FIRST STATE INVESTMENT ADVISORS INC

CRD 104788 · SEC 801-36597

AUM

$43M

Regulatory assets under management

Employees

158 client accounts

Services offered by FIRST STATE INVESTMENT ADVISORS INC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at FIRST STATE INVESTMENT ADVISORS INC →

Introduction

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Frequently Asked Questions

What services does Sidney Irving Shupack offer?

Sidney Irving Shupack specializes in Investment Management, Fee-Only Advisory.

What are Sidney Irving Shupack's credentials?

Sidney Irving Shupack is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sidney Irving Shupack located?

Sidney Irving Shupack is based in TULSA, Oklahoma, last registered with FIRST STATE INVESTMENT ADVISORS INC.

How does Sidney Irving Shupack charge for services?

Sidney Irving Shupack's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIRST STATE INVESTMENT ADVISORS INC?

FIRST STATE INVESTMENT ADVISORS INC has approximately 1 employees and manages $43M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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