A complete list of active advisors currently associated with Capital Financial Advisors of New York, LLC

Warmer can help you find a great advisor at Capital Financial Advisors of New York, LLC or one who fits your needs even better.

Capital Financial Advisors of New York provides investment supervisory services and comprehensive financial planning to individuals, pension and profit-sharing plans, trusts, estates, and business entities. Services include investment management, retirement and estate planning, cash-flow and tax planning, and guidance on implementing recommendations. The firm employs a strategic asset-allocation approach with global diversification and implements portfolios primarily using no-load mutual funds, exchange-traded funds and individual fixed‑income securities held at a qualified custodian. It generally manages client assets on a discretionary basis under limited trading authority, documents objectives and client‑imposed restrictions in investment policy statements, and conducts periodic portfolio reviews. Distinctive aspects include a small advisory team managing roughly $260 million in discretionary assets, resulting in a comparatively high level of assets per advisor for a firm of this size, and a fee-only, fiduciary practice with advisors holding CFP, CFA and NAPFA credentials. The firm also emphasizes operational controls such as a formal information-security program (KnowB4), provides investment‑related tax summaries and referrals to outside professionals, and does not accept commissions or maintain product‑selling affiliations.

To learn more about the advisors currently working at Capital Financial Advisors of New York, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.