Lake Road Advisors, Llc
- Regulatory AUM
- $98.8M
- Discretionary
- $91.9M
- Clients
- 137
- Avg AUM / client
- $721K
- Accounts
- 137
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Jan 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 38 | $7.2M | 7.31% |
| High net worth individuals | 94 | $84.7M | 85.8% |
| Pension and profit sharing plans | 5 | $6.8M | 6.92% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Paul Vincent Sydlansky | President, Cco & Member | CFP | Jan 2016 (11y) | 75% or more |
| Hayley Pamela Haslett | Registered representative | CFP | Mar 2022 (4y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/21/2026 | 966 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Truist Financial Corp $72.8M (74% of AUM) Jan 2026
- Altruist Financial $72.8M (74% of AUM) Jan 2026
- Mtg, Llc $19.1M (19% of AUM) Jan 2026
- Vestwell Advisors Llc $10.3M (18% of AUM) Jan 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 21, 2026.
View current Form ADV (SEC/IAPD) ↗