Candace Shira Associates, LLC

Candace Shira Associates, LLC (CRD# 165984) is a financial advisory firm headquartered in Pittsford, NY. They manage $170,838,218 in 614 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    171
    MILLION
  • Total Number of Accounts
    614
    ACCOUNTS
  • Average Account Value
    $278,238
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL, NH, NY, PA, SC, TX

Financial Advisors at Candace Shira Associates, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Candace A. Shira
CRD#: 2992244
115 Sully's Trail, Suite 8, Pittsford, NY 14534
96
Wealthminder
score

Candace Shira (CRD# 2992244) is an Investment Advisor Representative working at Candace Shira Associates, LLC in Pittsford, NY and has over 18 years of experience in the finance industry. Candace Shira has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Anthony J. Filberto
CRD#: 4551510
115 Sullys Trail, Suite 8, Pittsford, NY 14534
93
Wealthminder
score

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.

3
Nancy B. Kay
CRD#: 2971567
115 Sully's Trail, Suite 8, Pittsford, NY 14534
93
Wealthminder
score

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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