# Amy Ryan

> Amy Ryan is a fee-only financial advisor at Upstate Advisers in Pittsford, New York. Upstate Advisers reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/amy-ryan/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Upstate Advisers
- **Based in:** Pittsford, New York
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $34.1M across 39 accounts
- **CRD:** 3171415 (https://adviserinfo.sec.gov/individual/summary/3171415)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 63 (1999), Series 65 (2024), Series 66 (2003)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.upstateadvisers.com

## Frequently asked questions

### Is Amy Ryan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Amy holds no broker registration, and Upstate Advisers reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Amy charge for financial advice?

Amy's firm, Upstate Advisers, reports charging a percentage of assets on its SEC Form ADV.

### Where is Amy Ryan based?

Amy Ryan is based in Pittsford, New York.

### Is Amy Ryan registered with the SEC?

Yes. Amy Ryan is registered as an investment adviser representative in NY (CRD 3171415), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Upstate Advisers manage?

Upstate Advisers reports $34.1M across 39 accounts in assets under management.

### How do I contact Amy Ryan?

Through Amy's website, www.upstateadvisers.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3171415): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.