Upside Lab Advisors Inc.

Upside Lab Advisors Inc. (CRD# 304862) is a financial advisory firm headquartered in , . They manage $1,694,200 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $282,367
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Upside Lab Advisors Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Andrew O'connor, financial advisor Huntington NY
Andrew P. O'connor
CRD#: 2189035
Huntington, NY

Andrew O'connor (CRD# 2189035) is an Investment Advisor Representative working at Upside Lab Advisors Inc. in Huntington, NY and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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