Smartpath Advisors, Llc
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
- 18
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Cayuga Health 403(b) Plan Cayuga Medical Center At Ithaca | 2024 |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Alok Vijay Deshpande | Chief Executive Officer | Jan 2010 (17y) | ≈ 18.75% – 50% via Smartpath, Inc. | |
| Ryan Davidson Mcpherson | Chief Compliance Officer | CFP | May 2019 (7y) | Less than 5% |
| Mark Reed Sinderson | Registered representative | CFP | Mar 2020 (6y) | |
| Tyler James Landes | Registered representative | May 2020 (6y) | ||
| Kyle Edmund Hill | Registered representative | CFP | Jan 2021 (6y) | |
| Kyle Andrew Moore | Registered representative | CFP | Jul 2024 (2y) | |
| David Alan Fowler | Registered representative | CFP Chartered Financial Consultant | Jul 2024 (2y) | |
| Tachelle Tanesha Nettles | Registered representative | CFP | Nov 2025 (1y) | |
| Wendy Claire Dudley | Registered representative | CFP Chartered Financial Consultant | Apr 2026 (0y) | |
| Alexi Amber Ashley Gilmore Manookian | Registered representative | CFP | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Smartpath, Inc. | Parent Company | May 2019 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Alok Vijay Deshpande: 25% – 50% of Smartpath, Inc. × 75% – 100% direct ≈ 18.75% – 50% of the firm
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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Cayuga Health 403(b) Plan | Cayuga Medical Center At Ithaca | 1,948 | $121M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/20/2026 | 1.01 MB | 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
- • Fixed fees
- • Other fees
- • PLANNING FEES
Services
- • Financial planning services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 20, 2026.
View current Form ADV (SEC/IAPD) ↗