AdvisorOS Directory
Claim Profile
JC

Joseph William Canty

CANTY FINANCIAL MANAGEMENT, INC.·BALLSTON SPA, New York
Unclaimed Profile
20 CHURCH AVE., BALLSTON SPA, NY 12020CRD# 7230047Firm CRD# 118945
01

About

Joseph William Canty is a registered financial advisor based in BALLSTON SPA, New York, affiliated with CANTY FINANCIAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CANTY FINANCIAL MANAGEMENT, INC.
CANTY FINANCIAL MANAGEMENT, INC.
AUM
$165M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at CANTY FINANCIAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 7230047
Firm CRD# 118945
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BALLSTON SPA?

Browse all registered financial advisors in BALLSTON SPA, New York or claim this profile if it's yours.

Browse BALLSTON SPA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Joseph William Canty offer?
Joseph William Canty specializes in Financial Planning, Investment Management. Contact their office in BALLSTON SPA, New York for a consultation.
What are Joseph William Canty's credentials?
Joseph William Canty is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph William Canty located?
Joseph William Canty is based in BALLSTON SPA, New York, working with CANTY FINANCIAL MANAGEMENT, INC.. Their office serves clients in the BALLSTON SPA metropolitan area and surrounding communities.
How does Joseph William Canty charge for services?
Joseph William Canty's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CANTY FINANCIAL MANAGEMENT, INC.?
CANTY FINANCIAL MANAGEMENT, INC. has approximately 5 employees and manages $165M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BALLSTON SPA
William Joseph Canty — CANTY FINANCIAL MANAGEMENT, INC.Maureen Ryan Walsh — CANTY FINANCIAL MANAGEMENT, INC.Edward Joseph Canty — CANTY FINANCIAL MANAGEMENT, INC.
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile