Unclaimed Profile

Candace Ann Shira

CROSS STAFF INVESTMENTS INC.·PITTSFORD, New York

SIE, Series 6, Series 7, Series 26, Series 51, Series 63, Series 65CFPClean record19 years registeredCROSS STAFF INVESTMENTS INC.

115 SULLY'S TRAIL, PITTSFORD, NY 14534CRD# 2992244Firm CRD# 165984

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Candace Ann Shira · PITTSFORD, NY

Registration

CRD #2992244 · CROSS STAFF INVESTMENTS INC. · 19 years registered

Brand Profile

Not yet started

Career History

CANDACE SHIRA ASSOCIATES, LLC

Jan 2013 – present

WALL STREET FINANCIAL GROUP, INC

May 2007 – May 2013

PITTSFORD, NY

WALL STREET FINANCIAL GROUP, INC

May 2007 – May 2007

PITTSFORD, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 26

Series 51

Series 63

Series 65

Registration record

First registered · May 1, 2007

Years registered · 19

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CROSS STAFF INVESTMENTS INC.

CRD 165984 · SEC 801-77488

AUM

$367M

Regulatory assets under management

Employees

926 client accounts

Services offered by CROSS STAFF INVESTMENTS INC.

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 CROSS STAFF INVESTMENTS INC. →

Introduction

Speak with Candace

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Candace is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PITTSFORD?

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

Browse PITTSFORD Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Candace Ann Shira offer?

Candace Ann Shira specializes in Financial Planning, Investment Management. Contact their office in PITTSFORD, New York for a consultation.

What are Candace Ann Shira's credentials?

Candace Ann Shira holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Candace Ann Shira located?

Candace Ann Shira is based in PITTSFORD, New York, working with CROSS STAFF INVESTMENTS INC.. Their office serves clients in the PITTSFORD metropolitan area and surrounding communities.

How does Candace Ann Shira charge for services?

Candace Ann Shira'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 CROSS STAFF INVESTMENTS INC.?

CROSS STAFF INVESTMENTS INC. has approximately 4 employees and manages $367M 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 →