Company Information

Get to know Upstate Financial Network

Founded in 1982, Upstate Financial Network is an independent financial services firm based in Syracuse, New York. The company operates on a team-based approach to provide comprehensive and customized financial planning, wealth management, retirement planning, and investment management services to individuals, families, and businesses. Its mission focuses on building long-term client relationships to help them achieve their financial goals. The firm's advisors are affiliated with Commonwealth Financial Network®, a registered investment adviser and broker-dealer.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Upstate Financial Network

United States

Founded in

1981 (45 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

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ASIC

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.