Unclaimed Profile

Nancy Beth Kay

CROSS STAFF INVESTMENTS INC.·PITTSFORD, New York

SIE, Series 4, Series 6, Series 7, Series 24, Series 26, Series 53, Series 63, Series 65Clean record21 years registeredCROSS STAFF INVESTMENTS INC.

115 SULLY'S TRAIL, PITTSFORD, NY 14534CRD# 2971567Firm CRD# 165984

Profile Verification

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

Identity

Nancy Beth Kay · PITTSFORD, NY

Registration

CRD #2971567 · CROSS STAFF INVESTMENTS INC. · 21 years registered

Brand Profile

Not yet started

Career History

CANDACE SHIRA ASSOCIATES, LLC

Apr 2013 – present

WALL STREET FINANCIAL GROUP, INC

Sep 2004 – Mar 2013

PITTSFORD, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 7

Series 24

Series 26

Series 53

Series 63

Series 65

Registration record

First registered · September 16, 2004

Years registered · 21

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

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Frequently Asked Questions

What services does Nancy Beth Kay offer?

Nancy Beth Kay specializes in Financial Planning, Investment Management. Contact their office in PITTSFORD, New York for a consultation.

What are Nancy Beth Kay's credentials?

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

Where is Nancy Beth Kay located?

Nancy Beth Kay 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 Nancy Beth Kay charge for services?

Nancy Beth Kay'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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