← Tributary

CANDACE SHIRA ASSOCIATES, LLC

PITTSFORD, NY · CRD 165984 · IAPD ↗ · candaceshira.com · 585-249-1550

$443.5MRegulatory AUM
3Advisory reps
4Employees
1Clients
26-50Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
February 2026 — CANDACE SHIRA ASSOCIATES, LLC notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
June 2024 — CANDACE SHIRA ASSOCIATES, LLC now reports custody of client assets ($86.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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