Anthony
Filberto
Candace Shira Associates, LLC
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About this Advisor
Anthony Filberto is a financial advisor working in Pittsford, New York with 9 years of industry experience. Filberto is currently employed by Candace Shira Associates, LLC. Filberto has gained experience at Candace Shira Associates and Wall Street Financial Group. Filberto maintains Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida, New York, North Carolina and Texas. Candace Shira Associates, LLC is a financial advisory company operating out of Pittsford, NY. It has $325 million in assets among its 964 customer accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 964 accounts, 40% are associated with high-net-worth clients who have greater than $1 million in investable assets. Candace Shira Associates, LLC provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually are based on which services the firm provides the client. Fee types charged by Candace Shira Associates, LLC most likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Candace Shira Associates, LLC Brokerage Details
$324,933,919
4
964
$337,068
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Anthony Filberto Work History
Anthony has been registered as a financial advisor for 9 years.*
Candace Shira Associates
Wall Street Financial Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Anthony Filberto to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Candace Shira Associates, LLC
Pittsford, NY
Pittsford, NY
Pittsford, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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