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CHLASTAWA, ALLAN F.
Legal name: CHLASTAWA, ALLAN FRANK
CRD 288859File 801-113010
APPROVED
Retail clients
Custody
Filing as of Mar 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$67.2M
Bottom 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $67.2M
Clients
70
71 accounts
Employees
1
Identity & registration
ADV Item 1- Organization form
- Sole Proprietorship
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 23, 2018
- Principal office
- Not reported
- Phone
- 518-286-5000
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $67.2M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $67.2M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 71
- Total accounts
- 71
- AUM per client
- $961K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $596K |
| High net worth individuals | 20 | $44.8M |
| Individuals (other than high net worth individuals) | 50 | $21.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Hourly charges
- Other (described) — AS MUTUALLY AGREED E.G. ONE-TIME FIX FEE
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.