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).
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Total Assets Under Management367MILLION
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Total Number of Accounts926ACCOUNTS
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Average Account Value$396,807
- 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)
AZ, FL, MA, NC, NH, NY, PA, SC, TX, VA
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.
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.
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.