Paul V. Sydlansky
LAKE ROAD ADVISORS
Corning, NY 14830
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CRD#: 3226165
Professional summary
Paul Vincent Sydlansky, CFP® is a registered financial advisor currently at LAKE ROAD ADVISORS, LLC located in Corning, New York.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Paul has worked at 2 firms and has passed the Series 63, Series 3 and Series 7 exams.
Biography
Paul Sydlansky, founder of Lake Road Advisors LLC, has worked in the financial services industry for over 23 years. Prior to founding Lake Road Advisors, Paul worked as relationship manager for a Registered Investment Advisor. Previously, Paul worked at Morgan Stanley in New York City for almost 14 years. While at Morgan Stanley, Paul was a senior-level manager within the Institutional Equities Department. Paul received a Bachelor’s degree in Economics from Marist College and holds an MBA from New York University Leonard N. Stern School of Business. Paul is a CERTIFIED FINANCIAL PLANNER™ and a member of the National Association of Personal Financial Advisors (NAPFA) and the XY Planning Network (XYPN)
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Education Planning
Retirement Planning
Investment Planning
Do you have an area of expertise or specialization?
Estate & Generational Planning...
Fixed Fee (Subscription, Retai...
Generation X
Investment Advice with Ongoing...
Investment Advice without Ongo...
Retirement Plan Investment Adv...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Paul Vincent Sydlansky's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2015
Experience
Current
November 4, 2020 - Present
LAKE ROAD ADVISORS, LLC
Office #1: 5 East Market Street Suite 229, Corning, NY 14830RIA
CRD#: 281657
Corning, NY
Past
September 30, 1999 - September 7, 2012
MORGAN STANLEY & CO. LLC
BD
CRD#: 8209
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LAKE ROAD ADVISORS, LLC
LAKE ROAD ADVISORS, LLC | WEXFORD WEALTH MANAGEMENT | PAUL VINCENT SYDLANSKY D/B/A LAKE ROAD ADVISORS
CRD#: 281657 / SEC#: 801-117338
RIA
Registered Investment Advisory firm - (9/16/2019 Approved)New York
Registered Investment Advisory firm - (9/20/2019 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New York(6/1/2021)
IAR
Texas(11/4/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
LAKE ROAD ADVISORS, LLC
LAKE ROAD ADVISORS, LLC | WEXFORD WEALTH MANAGEMENT | PAUL VINCENT SYDLANSKY D/B/A LAKE ROAD ADVISORS
CRD#: 281657 / SEC#: 801-117338
RIA
Registered Investment Advisory firm - (9/16/2019 Approved)New York
Registered Investment Advisory firm - (9/20/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5 East Market Street Suite 229, Corning, NY 14830
Mailing Address
Phone number
(607) 438-2914
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 131 |
| AUM (Assets Under Management) | $ 78,090,626 |
Red Flags
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Company Information
LAKE ROAD ADVISORS, LLC
CRD#: 281657Corning, NY 14830TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
