Amy Ann Ryan
Investment adviser representative at Upstate Advisers Inc
12 yearsExperience
1 stateRegistered in
$34.1MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Upstate Advisers IncJun 2026 to now
- Rdg Capital Management LLC,Dec 2023 to now
- HomemakerNov 2022 to now
- LPL Financial, LLCAug 2016 to Nov 2022
- Post MagazineNov 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2003
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
Upstate Advisers Inc
Legal name: Upstate Advisers Inc.
$34.1MAssets managed
21Clients
1Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3171415
- Firm CRD
- 341449