Nancy KayCRD 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 16 years of experience in the finance industry.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Cross Staff Investments||Pittsford, NY||Feb 2013 - Current||4|
|Wall Street Financial Group||Fairport, NY||Feb 2004 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2000|
|S65||NASAA Investment Advisors Law Examination||Aug 2004|
Total Assets Under Management171MILLIONS
Total Number of Accounts614ACCOUNTS
Average Account Value$278,238
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CT, FL, NH, NY, PA, SC, TX