CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC

CLIFTON PARK, New York·4 registered advisors·CRD# 125689
SEC# 801-690210518-280-0030
01

Firm Overview

AUM
$217M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC

4 registered advisors
Kerry Gordon Mayo
CLIFTON PARK, New York
Paul Joseph Corr
CLIFTON PARK, New York
Sciandra Looney Julianne
CLIFTON PARK, New York
Walton Aldrich Williams
CLIFTON PARK, New York
05

Office Locations

CLIFTON PARK, New York
4 advisors

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Data sourced from SEC Form ADV filings. CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC (CRD# 125689) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.