FSP ADVISORS, INC.

RIASEC Registered
Total AUM
$32.6M
Discretionary
$8.6M
26% of AUM
Avg account
$140K
Accounts
233
Employees
5
Advisory reps
3

Firm details

Headquarters
ROCHESTER, New York
CRD number
158482
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

3 of 3
  • RYAN BIERLEY

    Investment AdviserCRD 5533189

  • ALAN BESTERMAN

    PresidentCRD 1036570

  • JULIAN RUIZ

    Wealth SpecialistCRD 1387837

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth