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- Custodian
- Altruist ยท Betterment
- Clients
- Retail and Institutional
- Platforms
- ElementMeridian atlas +more
- Established Date
- 09-16-2019
- Office Locations
- 2
Office Locations
About Lake Road Advisors, LLC
Lake Road Advisors is a fiduciary RIA providing ongoing financial planning and investment management for high-performing professionals and for families approaching or living in retirement. The team (CFP professionals) helps clients optimize income and benefits, navigate stock compensation (RSUs/options), and build retirement income plans that consider taxes and healthcare. Reported custodial platforms include Altruist and Betterment.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PAUL VINCENT SYDLANSKY
Chief Compliance Officer, President, Senior Advisor
- CRD
- #3226165
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Hayley Pamela Haslett
Associate Advisor
- CRD
- #7199554
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $91,917,197 | $696,342 |
| Non-Discretionary | $6,837,270 | $1,367,454 |
| Total | $98,754,467 | $720,836 |
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Separately Managed Accounts
Total SMA Asset: $98,754,467
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $6,011,056,003 | 100.0% |
| Total | $6,011,056,003 | 100.0% |