Unclaimed Profile

Candace Ann Shira

CROSS STAFF INVESTMENTS INC.·PITTSFORD, New York

Clean recordCROSS 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.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Candace Ann Shira is a registered financial advisor based in PITTSFORD, New York, affiliated with CROSS STAFF INVESTMENTS INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CROSS STAFF INVESTMENTS INC.

CANDACE SHIRA ASSOCIATES, LLC

AUM

$367M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CROSS STAFF INVESTMENTS INC. →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2992244

Firm CRD# 165984

View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

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.

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