Every new New York business filing, every dayUpstate Professional Planning
AMY RYAN, Registered Agent
Upstate Professional Planning is a financial advisory firm located in Pittsford, NY, affiliated with LPL Financial. The website lists team members and offers financial planning services, matching the LLC's location and advisory focus.
Filed February 16, 2026 · Pittsford, NY · Monroe County
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New York Department of State, Division of Corporations · Entity 7834917 · Retrieved May 25, 2026
About Upstate Professional Planning
Upstate Advisers Inc. filed in New York on February 16, 2026, as a financial planning service based in Pittsford. Owner Amy Ryan filed personally as the registered agent. The domain was registered 3,055 days before filing, on October 6, 2017, through GoDaddy. The business has a brick-and-mortar footprint. No annual report or EIN on file yet. We estimate revenue between $1 million and $10 million and 6 to 25 employees.
- Domain registered 3,055 days before the New York filing date.
- Owner Amy Ryan filed personally as the registered agent.
- Brick-and-mortar footprint indicated by the website.
- We estimate revenue between $1 million and $10 million and 6 to 25 employees.
- No annual report or EIN on file yet.
Compiled from the state record, the company's public web presence, and our own research; revenue, employee, and footprint figures are estimates, not verified financials. Updated August 24, 2026.
One of 34 new businesses registered in Pittsford in February 2026, and the only financial services business registered there that month.
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Filing Details
Verified Business Profile
Contact Information
Verified Website Profile
We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.
Frequently Asked Questions
When was Upstate Professional Planning registered?
Upstate Professional Planning was registered as Corp on February 16, 2026 in New York.
Where is Upstate Professional Planning located?
Upstate Professional Planning is based in Pittsford, NY, 14534, in Monroe County.
What type of business is Upstate Professional Planning?
Upstate Professional Planning is classified as a financial services business (financial planning).
Does Upstate Professional Planning have an EIN on file?
No EIN was found on file for Upstate Professional Planning at the time of registration.
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