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Sciandra Looney Julianne

CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC·CLIFTON PARK, New York
Clean recordCAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC
10 MAXWELL DRIVE, CLIFTON PARK, NY 12065CRD# 6927736Firm CRD# 125689

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sciandra Looney Julianne · CLIFTON PARK, NY
Registration
CRD #6927736 · CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Sciandra Looney Julianne is a registered financial advisor based in CLIFTON PARK, New York, affiliated with CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC. 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
Introduction

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03

Firm Overview

Firm
CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC
CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC
AUM
$217M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6927736
Firm CRD# 125689
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sciandra Looney Julianne offer?
Sciandra Looney Julianne specializes in Financial Planning, Investment Management. Contact their office in CLIFTON PARK, New York for a consultation.
What are Sciandra Looney Julianne's credentials?
Sciandra Looney Julianne is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sciandra Looney Julianne located?
Sciandra Looney Julianne is based in CLIFTON PARK, New York, working with CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC. Their office serves clients in the CLIFTON PARK metropolitan area and surrounding communities.
How does Sciandra Looney Julianne charge for services?
Sciandra Looney Julianne's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC?
CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC has approximately 1 employees and manages $217M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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