AdvisorOS Directory
Claim Profile
WW

Walton Aldrich Williams

CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC·CLIFTON PARK, New York
Unclaimed Profile
10 MAXWELL DRIVE, CLIFTON PARK, NY 12065CRD# 4649489Firm CRD# 125689
01

About

Walton Aldrich Williams 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
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# 4649489
Firm CRD# 125689
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CLIFTON PARK?

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

Browse CLIFTON PARK 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 Walton Aldrich Williams offer?
Walton Aldrich Williams specializes in Financial Planning, Investment Management. Contact their office in CLIFTON PARK, New York for a consultation.
What are Walton Aldrich Williams's credentials?
Walton Aldrich Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Walton Aldrich Williams located?
Walton Aldrich Williams 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 Walton Aldrich Williams charge for services?
Walton Aldrich Williams'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CLIFTON PARK
Andrew Gregory Guzzetti — DLG WEALTH MANAGEMENT LLCJeffrey Spencer Sargent — HOLISTIC WEALTH ADVISORSPaul Joseph Corr — CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLCKerry Gordon Mayo — CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLCWendy-Sue Elliott — ETICO WEALTH MANAGEMENT LLC
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