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Alan Besterman

Advisor at FSP Advisors, Inc.

Updated today

Firm

FSP Advisors, Inc.

Location

East Chatham, NY

Credentials

Series 66

Industry experience

42 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Fee options

Fixed

$750 flat fee for assisting clients with death distributions

Percentage

$0 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001+: Negotiable

Commissions

Commissions earned by registered representatives and insurance agents, separate and in addition to advisory fees

Project-based

$250 per hour for financial planning and pension consulting, negotiable

Other

Account minimum: $25,000 Fee-only: Hourly rate $250, negotiable; flat fee $750 for death distribution assistance

Work history

FSP Advisors, Inc.

2017 - Present (9 years)

Leigh Baldwin & CO., LLC

2008 - Present (18 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Michael B

Series 66

Chatham, NY

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Retirement withdrawal strategies Founder/Business Owner

Jacob G

Series 63, Series 66

East Nassau, NY

Fidelity

Jacob Guevara is the Branch Leader at Fidelity Investments' Albany Investor Center, a role he has held since 2024. He co-leads the center with a dedication to Fidelity's mission and values, focusing on financial planning and making an impact during important financial moments for clients. Jacob is committed to ensuring that every client interaction is meaningful and meets high standards of service. Jacob has been with Fidelity Investments since 2014, progressing through various positions including Financial Representative, Senior Service Support Specialist, Managed Account Support Specialist, and several leadership roles within Advisory Services and Relationship Management. His experience spans client advising and team leadership, reflecting a depth of knowledge in financial services and client relationship management. Outside of his professional responsibilities, Jacob enjoys cooking and baking, fitness, and gardening.

General retirement planning Wealth management

Orlando D

Series 66

Selkirk, NY

Fidelity

Orlando DiBacco is an Investment Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he collaborates with clients to develop financial plans aimed at providing confidence in their financial futures. His professional journey at Fidelity Investments began as an Intern in 2023, followed by positions as a Financial Services Representative and Financial Representative before advancing to his current role. Throughout his tenure at Fidelity Investments, Orlando has accumulated experience in various facets of financial services, contributing to his expertise in investment consulting. His progression within the company reflects a focus on client-centered financial planning. Outside of his professional responsibilities, Orlando has interests in beach activities, concerts, football, golf, and tennis.

Wealth management Financial Professional

Corey D

Series 66

Lenox, MA

Edward Jones

Retirement income strategy General retirement planning Real estate investing General estate planning guidance
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Phuong L

CFP®, Series 65

Pittsfield, MA

Just Wealth LLC

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Hao J

Series 65

Pittsfield, MA

East River Capital Management LLC

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