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Lake Road Advisors, LLC
Lake Road Advisors LLC
Paul Sydlansky, founder of Lake Road Advisors LLC, has worked in the financial services industry for over 20 years. Prior to founding Lake Road Advisors, Paul worked as relationship manager for a Registered Investment Adviser. Previously, Paul worked at Morgan Stanley in New York City for 13 years. While at Morgan Stanley, Paul was a senior-level manager within the Institutional Equities Department. In 2018 he was named to Investopedia's Top 100 Financial Advisors list. Paul received a Bachelor's degree in Economics from Marist College and holds an MBA from New York University Leonard N. Stern School of Business. Paul is a CERTIFIED FINANCIAL PLANNER™ and a member of the National Association of Personal Financial Advisors (NAPFA) and the XY Planning Network (XYPN).
Here's a message that all parents need to take to heart: It's OK to put yourself ahead of your kids. In fact, putting your retirement needs ahead of their college costs is not only necessary but wise ... and, ultimately, thoughtful, too.
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Disclosures pulled from actual adviser profiles show three major red flags you don’t want your financial professional to have.
You're looking up a financial professional, but you can't find them on FINRA or the SEC's website. Is that a red flag, or did you just look in the wrong spot?
If you go by the book, you would shoot for 10% to 20% of your gross income. But that ballpark figure can be deceiving.
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Investors curious about how their financial professional operates (including fees and any possible conflicts of interest) just need to take a look at their Form ADV. Here's how to read it.
Here's a breakdown of how compensation for financial advice works, and what kinds of services you can expect to receive for the price you pay.
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