Paul Sydlansky
Lake Road Advisors · Corning, New York
Paul Sydlansky is a fee-only financial advisor at Lake Road Advisors in Corning, New York, who holds the CFP and MBA credentials. Paul charges a percentage of assets (typically works with clients with $1,000,000 or more).
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Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Lake Road Advisors |
|---|---|
| Based in | Corning, New York |
| Fee model | Percentage of assets |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Works virtually | Yes |
| Assets under management | $98.8M across 137 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in NY, TX · CRD 3226165 |
| Exams passed | Series 63 (1999) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | lakeroadadvisors.com |
| Profile |
How Paul's firm compares
- Lake Road Advisors's average account is about $721,000, from its Form ADV (assets managed divided by 137 accounts).
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Questions about Paul
Is Paul Sydlansky a fee-only financial advisor?
Yes. Paul Sydlansky is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Paul's firm.
How does Paul charge for financial advice?
Paul charges a percentage of assets.
How much does Paul charge?
According to Lake Road Advisors's website, checked October 28, 2026: typically works with clients with $1,000,000 or more.
Does Paul work with clients virtually?
Yes. Lake Road Advisors says on its website that it works with clients remotely.
Where is Paul Sydlansky based?
Paul Sydlansky is based in Corning, New York.
What credentials does Paul Sydlansky hold?
Paul Sydlansky holds the CFP and MBA credentials.
Is Paul Sydlansky registered with the SEC?
Yes. Paul Sydlansky is registered as an investment adviser representative in NY and TX (CRD 3226165), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Lake Road Advisors manage?
Lake Road Advisors reports $98.8M across 137 accounts in assets under management.
How do I contact Paul Sydlansky?
Through Paul's website, lakeroadadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Lake Road Advisors website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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