Nancy Kay, financial advisor Pittsford NY
93 score

Nancy Kay

CRD Number: 2971567
Current Firm: Candace Shira Associates, LLC

Nancy Kay (CRD# 2971567) is an Investment Advisor Representative working at Candace Shira Associates, LLC in Pittsford, NY and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Cross Staff Investments Pittsford, NY Feb 2013 - Current 3
Wall Street Financial Group Fairport, NY Feb 2004 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2000
S65 NASAA Investment Advisors Law Examination Aug 2004
Contact Info for Nancy B. Kay
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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