Capital Financial Advisors Of New York, LLC

Capital Financial Advisors Of New York, LLC (CRD# 125689) is a financial advisory firm headquartered in Clifton Park, NY. They manage $217,000,000 in 568 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
10 Maxwell Drive, Suite 104b, Clifton Park, NY 12065
http://cfany.com/
By the Numbers
  • Total Assets Under Management
    217
    MILLION
  • Total Number of Accounts
    568
    ACCOUNTS
  • Average Account Value
    $382,042
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.

CA, FL, NY

Financial Advisors at Capital Financial Advisors Of New York, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Sciandra Julianne, financial advisor Clifton Park NY
Sciandra Julianne
CRD#: 6927736
10 Maxwell Drive, Suite 104b, Clifton Park, NY 12065

Sciandra Julianne (CRD# 6927736) is an Investment Advisor Representative working at Capital Financial Advisors Of New York, LLC in Clifton Park, NY and has 1 year of experience in the finance industry.

2
Kerry Mayo, financial advisor Clifton Park NY
Kerry G. Mayo
CRD#: 4991436
10 Maxwell Drive, Suite 104b, Clifton Park, NY 12065

Kerry Mayo (CRD# 4991436) is an Investment Advisor Representative working at Capital Financial Advisors Of New York, LLC in Clifton Park, NY and has 1 year 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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