Rochester, NY Jefferson Road Office
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FSP Advisors, Inc.
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About
FSP Advisors, Inc. provides advisory services to individuals, employee benefit plans, trusts, estates, and other institutions, offering portfolio management, modular financial planning, and pension consulting. The firm delivers both discretionary and non-discretionary portfolio management and makes educational seminars and workshops available to the public at no charge.
Investment advice is tailored to each client's objectives and risk tolerance using a mix of methods (fundamental, technical, charting) and both long- and short-term strategies, and the firm may recommend or place clients with third‑party advisers and monitor their performance. A notable portion of the firm's assets is managed on a non‑discretionary basis, so many transactions require client approval rather than being executed solely at the firm’s discretion.
FSP Advisors operates with several outside-business affiliations that distinguish it from many peers: persons providing advice are registered representatives of a broker‑dealer and are licensed insurance agents, the firm may share in third‑party adviser fees, and it may receive brokerage research or other soft‑dollar benefits. The combination of pension consulting and participant education services, offered workshops, and the multiple advisory and brokerage roles of its advisors creates potential conflicts of interest that the firm discloses and manages.
Based on FSP Advisors, Inc.
Location
900 Jefferson Road Suite 301
Rochester NY 14623
Advisors at this office
3
Advisors at this office
Julian R
Series 63, Series 65, Series 66
Rochester, NY
FSP Advisors, Inc.
Julian Ruiz Jr. is a financial advisor with FSP Advisors, Inc. in Rochester, NY, holding Series 63, 65, and 66 licenses and over 40 years of industry experience. He has worked at FSP Advisors since 2019 and has a long tenure with Leigh Baldwin & Co., LLC and Progressive Marketing. Ruiz is also a board member of the Henrietta Chamber of Commerce. FSP Advisors, Inc. provides advisory services to individuals, employee benefit plans, trusts, estates, and institutions, offering portfolio management, modular financial planning, and pension consulting. The firm uses a combination of fundamental, technical, and charting methods to tailor investment advice to client objectives and risk tolerance, and it offers educational seminars and workshops to the public at no charge.
Ryan B
Series 63, Series 65
Rochester, NY
FSP Advisors, Inc.
Ryan Bierley is an advisor at FSP Advisors, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Leigh Baldwin & Co., LLC and Progressive Marketing Services. In addition to his advisory role, he sells fixed life, disability, and fixed annuities on a part-time basis. FSP Advisors, Inc. provides advisory services to individuals, employee benefit plans, trusts, estates, and other institutions, offering portfolio management, modular financial planning, and pension consulting. The firm uses a mix of investment methods and provides both discretionary and non-discretionary portfolio management, along with educational seminars and workshops available to the public at no charge.
Luke S
Series 65, Series 66
Rochester, NY
FSP Advisors, Inc.
Luke Squires is a financial advisor at FSP Advisors, Inc. in Rochester, NY, with 10 years of industry experience. He holds the Series 65 and Series 66 licenses and has worked at Assurance Service Partners, LLC and Leigh Baldwin & Co., LLC since 2016. FSP Advisors, Inc. provides advisory services to individuals, employee benefit plans, trusts, estates, and institutions, offering portfolio management, modular financial planning, and pension consulting. The firm combines multiple investment approaches tailored to client objectives and risk tolerance and offers educational seminars and workshops to the public at no charge.
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