Upstate Advisers Inc.
● SEC registered since 2026CRD 341449SEC# 801-135922Pittsford, NY
Reg. AUM
$34.1M
Employees
1
Accounts
39
Location
Pittsford, NY
Upstate Advisers Inc. assets under management
Upstate Advisers Inc. is an investment advisory firm registered with the SEC based in Pittsford, NY. The firm has been registered since 2026. It reports $34.1 million in regulatory assets under management and employs 1 people.
Upstate Advisers Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy Ann Ryan Control | President, Cco | Over 75% | 2026 |
Frequently asked questions
How much does Upstate Advisers Inc. manage?
Upstate Advisers Inc. reports $34.1 million in regulatory assets under management on its Form ADV.
How many employees does Upstate Advisers Inc. have?
Upstate Advisers Inc. reports 1 employees.
Where is Upstate Advisers Inc. located?
Upstate Advisers Inc. is based in Pittsford, NY and has been SEC-registered since 2026.
Does Upstate Advisers Inc. disclose fund performance?
Upstate Advisers Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2 Thornell Road, Pittsford, NY 14534 |
| Phone | 5852099788 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 97%
Larger than 3% of 16,306 advisers
EmployeesTop 94%
More than 6% of 16,824 advisers
Assets under management
$34.1Mregulatory AUM
Discretionary $15.7MNon-discretionary $18.3M