CRD: 125689
Capital Financial Advisors OF NEW York, LLC
$260.0M Total AUM
$260.0M Disc. AUM
16.9% 3Y CAGR
1 Employees
152 ADV. Clients
18 yrs Firm Age
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- Custodian
- Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-02-2008
- Office Locations
- 1
Office Locations
10 Maxwell Drive Suite 104b Clifton Park NY
About Capital Financial Advisors OF NEW York, LLC
CFANY, LLC is an independent, fee-only fiduciary RIA providing personalized financial planning and ongoing investment management. The team builds tailored plans around clients’ financial and lifestyle goals, with transparent, client-paid compensation (no commissions or referral fees). Publishes investor education content and custodies with Fidelity/NFS.
Team overview
44 AVG AGE
-- AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
5 yrs AVG TENURE
1 Employees
0 Advisory Reps
0 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
S
Sciandra Julianne
Chief Compliance Officer
- CRD
- #6927736
- Ownership
- 25% but less than 50%
Available
Available
Available
KERRY GORDON MAYO
Advisor
- CRD
- #4991436
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $260,000,000 | $440,678 |
| Non-Discretionary | $0 | -- |
| Total | $260,000,000 | $440,678 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Public Funds:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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