FSP ADVISORS, INC.
Firm details
- Headquarters
- ROCHESTER, New York
- CRD number
- 158482
- Website
- financialservicepartners.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Fsp Advisors, Inc. operates as a corporation providing a range of financial services primarily to individuals and families. The firm engages in various activities, including financial planning, portfolio management, and pension consulting. As a registered representative of a broker-dealer and an insurance broker, Fsp Advisors, Inc. has established itself as a versatile player in the financial advisory landscape. The firm does not actively pursue ESG investments and is not classified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
3 of 3RYAN BIERLEY
Investment AdviserCRD 5533189
ALAN BESTERMAN
PresidentCRD 1036570
JULIAN RUIZ
Wealth SpecialistCRD 1387837
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ROCHESTER, NY
MONROE
Location
ROCHESTER, NY
Headquartered in ROCHESTER, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.
- Metro area
- Rochester-Batavia-Seneca Falls, NY
- Region
- Northeast
- County
- MONROE
- Address
- 900 Jefferson Rd
- Time zone
- ET (UTC-5)
- Office locations
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