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UDY ROAD HOLDINGS

NEW YORK, NY · CRD 342346 · IAPD ↗ · udyroad.com · (347) 305-7616

$0Regulatory AUM
3Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
institutionalSegment
120-Day ApprovalSEC status

Filing changes

85
September 2026 — UDY ROAD HOLDINGS (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.