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UPSTATE ADVISERS INC
UPSTATE ADVISERS INC.
CRD 341449 · SEC 801-135922
2 THORNELL ROAD, PITTSFORD, NY, 14534, United States
Phone
5852099788
Fax
—
Registration
Registered (APPROVED-120)
Source
SEC registered
Total AUM
—
Discretionary AUM
—
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-04-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
States served
NY
Official SEC filing: View on IAPD