Anthony Filberto, financial advisor Pittsford NY
93 score

Anthony Filberto

CRD Number: 4551510
Current Firm: Candace Shira Associates, LLC

Anthony Filberto (CRD# 4551510) is an Investment Advisor Representative working at Candace Shira Associates, LLC in Pittsford, NY and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Wall Street Financial Group Fairport, NY Dec 2013 - Current 2
Candace Shira Associates Rochester, NY Jun 2012 - Current 4 Sales Director, IN May 2010 - Jun 2012 2
California University California, PA Jan 2009 - May 2010 1
Wall Street Financial Group, Inc. Fairport, NY Oct 2007 - Jan 2010 2
Pnc Investments Pittsburgh, PA Jun 2006 - Aug 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2002
S65 NASAA Investment Advisors Law Examination Nov 2007
S66 NASAA Uniform Combined State Law Examination Feb 2014
Contact Info for Anthony J. Filberto
Phone Number: 585-249-1550
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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