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Sidney Irving Shupack

FIRST STATE INVESTMENT ADVISORS INC·TULSA, Oklahoma
Clean recordFIRST 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Sidney Irving Shupack is a registered financial advisor based in TULSA, Oklahoma, affiliated with FIRST STATE INVESTMENT ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
FIRST STATE INVESTMENT ADVISORS INC
FIRST STATE INVESTMENT ADVISORS INC
AUM
$43M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at FIRST STATE INVESTMENT ADVISORS INC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 423043
Firm CRD# 104788
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sidney Irving Shupack offer?
Sidney Irving Shupack specializes in Investment Management, Fee-Only Advisory. Contact their office in TULSA, Oklahoma for a consultation.
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, working with FIRST STATE INVESTMENT ADVISORS INC. Their office serves clients in the TULSA metropolitan area and surrounding communities.
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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Other Advisors at FIRST STATE INVESTMENT ADVISORS INC

Paul Dee Mitchell
TULSA, OK

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oklahoma
OKLAHOMA CITY (232)BARTLESVILLE (28)EDMOND (25)DURANT (6)ARDMORE (5)BETHANY (4)PONCA CITY (4)CLINTON (3)GROVE (2)STILLWATER (1)
City Guides
OKLAHOMA CITY GuideBARTLESVILLE GuideEDMOND GuideDURANT GuideARDMORE Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
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