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
- Portfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
FSP Advisors, Inc. is a small corporate RIA that serves individual and family clients and acts as a capital allocator for client portfolios. The firm charges fees both as a percentage of assets under management and via hourly billing. It operates in multiple roles beyond advisory work — the firm is a registered representative of a broker-dealer and also functions as an insurance broker. The firm's advisory services documented on its filing include portfolio management for individuals and small businesses, selection of other advisers, pension consulting services, and running educational seminars or workshops. Filings indicate limited geographic reach (not a multi-state adviser) and that the firm does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
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 4
Ryan 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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