Candace Shira Associates, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$435,215,441
Clients
431
Advisors
3
of 4 employees
About
The firm provides financial planning and investment management to individuals, trusts, businesses, and estates, serving both high‑net‑worth and non‑HNW clients. Its services include tailored financial planning, portfolio management, and the option to incorporate third‑party money managers into client portfolios.
Investment programs are customized to client objectives and risk tolerances and rely on traditional research and publicly traded securities such as mutual funds, ETFs, stocks, bonds and certificates of deposit. The firm conducts periodic reviews, may review outside workplace accounts on request, and commonly uses third‑party managers and custodial platforms (including Advisor’s Asset Management, SEI, and Schwab’s managed platform) while exercising discretionary authority for accounts held with its recommended custodians.
Distinctive features include that one or more advisors are licensed insurance agents who may recommend and sell traditional insurance and fixed‑annuity products for commissions, an activity the firm discloses and indicates represents a small portion of advisor time. The firm also maintains direct American Funds custody arrangements (Capital Bank & Trust) and has established a prime brokerage relationship to access IPO allocations (used historically for firm employees), and it manages roughly $443 million for about 431 clients, reflecting a mid‑sized supported advisory practice.
Client services
Expertise
Fee options
$0 - $500,000: 0.85% $500,000+: 0.60%
$350/hour
Main office
115 Sully's Trail, Suite 8
Pittsford NY 14534
Advisors at this office
3
Most active in
Arizona · Connecticut · Florida · New Hampshire · New York · North Carolina · Pennsylvania · South Carolina · Texas · Virginia
Also doing business as
Candace Shira Associates, LLC · Cross Staff Investments Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Anthony F
Series 63, Series 65, Series 66
Pittsford, NY
Candace Shira Associates, LLC
Anthony Filberto is a financial advisor at Candace Shira Associates, LLC in Pittsford, NY, holding Series 63, 65, and 66 licenses with 16 years of industry experience. He has been with Candace Shira Associates since 2012. Candace Shira Associates provides financial planning and investment management services to individuals, trusts, businesses, and estates, serving both high-net-worth and non-HNW clients. The firm offers customized investment programs using traditional research and publicly traded securities and commonly incorporates third-party managers and custodial platforms while exercising discretionary authority over client accounts.
Nancy K
Series 63, Series 65
Pittsford, NY
Candace Shira Associates, LLC
Nancy Kay is a financial advisor with Candace Shira Associates, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been associated with Cross Staff Investments since 2013. Candace Shira Associates provides financial planning and investment management services to individuals, trusts, businesses, and estates, serving both high-net-worth and non-HNW clients. The firm offers customized investment programs using traditional research and publicly traded securities, with access to third-party money managers and various custodial platforms.
Candace S
CFP®, Series 63, Series 65
Pittsford, NY
Candace Shira Associates, LLC
Candace Shira is a Certified Financial Planner® with 28 years of industry experience. She is the principal at Candace Shira Associates, LLC in Pittsford, NY, and has previously worked at Camp Otteride, LLC and Cross Staff Investments, Inc. She has held insurance sales licenses as an additional business activity. Candace Shira Associates, LLC provides financial planning and investment management services to individuals, trusts, businesses, and estates, serving both high-net-worth and non-high-net-worth clients. The firm customizes investment programs based on client objectives and risk tolerances, using traditional research and publicly traded securities, and incorporates third-party money managers into portfolios where appropriate.
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