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Robert Allen Canterbury

AFFINITY BST ADVISORS, LLC·LATHAM, New York
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10 BRITISH AMERICAN BLVD, LATHAM, NY 12110CRD# 1899073Firm CRD# 283819
01

About

Robert Allen Canterbury is a registered financial advisor based in LATHAM, New York, affiliated with AFFINITY BST ADVISORS, 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
THE AFFINITY GROUP, LLC
THE AFFINITY GROUP, LLC
AUM
$157K
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at THE AFFINITY GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: REFERRAL FEES
Regulatory
SEC/IARD CRD# 1899073
Firm CRD# 283819
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Allen Canterbury offer?
Robert Allen Canterbury specializes in Financial Planning, Investment Management. Contact their office in LATHAM, New York for a consultation.
What are Robert Allen Canterbury's credentials?
Robert Allen Canterbury is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Allen Canterbury located?
Robert Allen Canterbury is based in LATHAM, New York, working with AFFINITY BST ADVISORS, LLC. Their office serves clients in the LATHAM metropolitan area and surrounding communities.
How does Robert Allen Canterbury charge for services?
Robert Allen Canterbury's firm is compensated through percentage of aum, subscription fees, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AFFINITY BST ADVISORS, LLC?
AFFINITY BST ADVISORS, LLC has approximately 5 employees and manages $157K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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