Candace
Shira
Candace Shira Associates, LLC
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About this Advisor
Candace Shira is a financial advisor based in Pittsford, New York, working with Candace Shira Associates, LLC. Candace has previously held positions at Camp Otteride, LLC, Cross Staff Investments, Inc, and Wall Street Financial Group. Candace has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, New York, North Carolina, South Carolina, and Texas. Currently, Candace is part of Candace Shira Associates, LLC, which operates out of Pittsford, New York. The firm has 4 employees and manages assets totaling $367.4 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Candace Shira Associates, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Candace Shira Associates, LLC Brokerage Details
$367,443,136
4
926
$396,807
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Candace Shira Work History
Cross Staff Investments, Inc
Camp Otteride, LLC
Wall Street Financial Group
Disclosures
Please visit the SEC profile of Candace Shira 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 6/19/2024. 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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