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Robert Allen Canterbury

AFFINITY BST ADVISORS, LLC·LATHAM, New York
SIE, Series 7, Series 63, Series 65Clean record5 years registeredAFFINITY BST ADVISORS, LLC
10 BRITISH AMERICAN BLVD, LATHAM, NY 12110CRD# 1899073Firm CRD# 283819

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Allen Canterbury · LATHAM, NY
Registration
CRD #1899073 · AFFINITY BST ADVISORS, LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

DOPKINS WEALTH MANAGEMENT, LLC
Aug 2023 – present
AFFINITY BST ADVISORS, LLC
Apr 2021 – Aug 2023
LATHAM, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · April 22, 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
THE AFFINITY GROUP, LLC
CRD 283819 · SEC 801-107966
AUM
$157K
Regulatory assets under management
Employees
5
7 client accounts
Services offered by THE AFFINITY GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at THE AFFINITY GROUP, LLC →
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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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Other Advisors at AFFINITY BST ADVISORS, LLC

Gary Sancilio
ALBANY, NY
Lissa Maria Mcnaughton
ALBANY, NY
Nicholas Steven Preddice
ALBANY, NY

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