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Sciandra Looney Julianne

CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC·CLIFTON PARK, New York
Clean record5 years registeredCAPITAL 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 · 5 years registered
Brand Profile
Not yet started
01

Career History

CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC
Aug 2021 – present
02

Registrations & Exams

Registration record
First registered · August 11, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC
CRD 125689 · SEC 801-69021
AUM
$217M
Regulatory assets under management
Employees
1
568 client accounts
Services offered by CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC →
Introduction

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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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Kerry Gordon Mayo
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