Amy Ryan
Upstate Advisers · Pittsford, New York
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.
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Facts
| Firm | Upstate Advisers |
|---|---|
| Based in | Pittsford, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $34.1M across 39 accounts |
| SEC registration | Investment adviser representative in NY · CRD 3171415 |
| Exams passed | Series 63 (1999) · Series 65 (2024) · Series 66 (2003) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.upstateadvisers.com |
| Profile |
How Amy's firm compares
- Upstate Advisers's average account is about $873,000, from its Form ADV (assets managed divided by 39 accounts).
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Questions about Amy
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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