Candace Shira Associates, LLC

Candace Shira Associates, LLC (CRD# 165984) is a financial advisory firm headquartered in Pittsford, NY. They manage $367,443,136 in 926 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
115 Sully's Trail, Suite 8, Pittsford, NY 14534
http://www.candaceshira.com
By the Numbers
  • Total Assets Under Management
    367
    MILLION
  • Total Number of Accounts
    926
    ACCOUNTS
  • Average Account Value
    $396,807
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
The map below shows states where this firm has explicit registration only.

AZ, FL, MA, NC, NH, NY, PA, SC, TX, VA

Financial Advisors at Candace Shira Associates, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Anthony Filberto, financial advisor Pittsford NY
Anthony J. Filberto
CRD#: 4551510
115 Sullys Trail, Suite 8, Pittsford, NY 14534

Anthony Filberto (CRD# 4551510) is an Investment Advisor Representative working at Candace Shira Associates, LLC in Pittsford, NY and has over 21 years of experience in the finance industry.

2
Nancy Kay, financial advisor Pittsford NY
Nancy B. Kay
CRD#: 2971567
115 Sully's Trail, Suite 8, Pittsford, NY 14534

Nancy Kay (CRD# 2971567) is an Investment Advisor Representative working at Candace Shira Associates, LLC in Pittsford, NY and has over 23 years of experience in the finance industry.

3
Candace Shira, financial advisor Pittsford NY
Candace A. Shira
CRD#: 2992244
115 Sully's Trail, Suite 8, Pittsford, NY 14534

Candace Shira (CRD# 2992244) is an Investment Advisor Representative working at Candace Shira Associates, LLC in Pittsford, NY and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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