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CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC

CLIFTON PARK, NY · CRD 125689 · IAPD ↗ · cfany.com · 518-280-0030

$260.0MRegulatory AUM
0Advisory reps
1Employees
8Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2024 — CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC reported RAUM up 32% ($165.0M -> $217.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.