Lake Road Advisors, LLC
● SEC registered since 2019CRD 281657SEC# 801-117338Corning, NY
Reg. AUM
$98.8M
Employees
2
Accounts
137
Location
Corning, NY
Lake Road Advisors, LLC assets under management
Lake Road Advisors, LLC is an investment advisory firm registered with the SEC based in Corning, NY. The firm has been registered since 2019. It reports $98.8 million in regulatory assets under management and employs 2 people.
Lake Road Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Paul Vincent Sydlansky Control | President, Cco & Member | Over 75% | 2016 |
Frequently asked questions
How much does Lake Road Advisors, LLC manage?
Lake Road Advisors, LLC reports $98.8 million in regulatory assets under management on its Form ADV.
How many employees does Lake Road Advisors, LLC have?
Lake Road Advisors, LLC reports 2 employees.
Where is Lake Road Advisors, LLC located?
Lake Road Advisors, LLC is based in Corning, NY and has been SEC-registered since 2019.
Does Lake Road Advisors, LLC disclose fund performance?
Lake Road Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5 East Market Street, Suite 229, Corning, NY 14830 |
| Phone | (607) 438-2914 |
| Office hours | 9a.m.-5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$98.8M▲ 26%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$98.8Mregulatory AUM
Discretionary $91.9MNon-discretionary $6.8M