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Financial ADVSR advisor directory · SEC adviser records

Candace Shira Associates, LLC financial advisors in Pittsford, NY

Every SEC-registered investment adviser representative at a Candace Shira Associates, LLC office in Pittsford, A to Z.

The short answer

3 registered advisors work at Candace Shira Associates, LLC in Pittsford, out of 3 at the firm nationwide; it ranks number 26 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Candace Shira Associates, LLC advisors in Pittsford, A to Z

Every Candace Shira Associates, LLC advisor →

Candace Shira Associates, LLC advisors in every city and state →Candace Shira Associates, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Pittsford

All Pittsford advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 54LPL Financial LLC 26Wells Fargo Clearing Services, LLC 25Commonwealth Financial Network 16Osaic Wealth, Inc. 15Alesco Advisors, LLC, An Esl Company 14Morgan Stanley 14Blue Horizon Equity, Inc. 12Charles Schwab & Co., Inc. 12LPL Enterprise, LLC 11Park Avenue Securities LLC 11Cetera Investment Advisers LLC 8

Questions

How many financial advisors does Candace Shira Associates, LLC have in Pittsford?

3 investment adviser representatives are registered at Candace Shira Associates, LLC offices in Pittsford, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Candace Shira Associates, LLC one of the largest advisor employers in Pittsford?

Candace Shira Associates, LLC ranks number 26 in Pittsford by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 54.

How do I check a Candace Shira Associates, LLC advisor in Pittsford?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Candace Shira Associates, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.