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CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC

CRD 125689 · SEC 801-69021

Visit website

10 MAXWELL DRIVE, SUITE 104B, CLIFTON PARK, NY, 12065, United States

Phone

518-280-0030

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$260.0M

Discretionary AUM

$260.0M

Team

1 total employees; 0 advisory reps; 8 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-13

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals57$40.0M
High net worth individuals87$220.0M

States served

CA, NY, FL

All web addresses on file

Official SEC filing: View on IAPD