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CANBY FINANCIAL ADVISORS

FRAMINGHAM, MA · CRD 338797 · IAPD ↗ · canbyfinancial.com · 508-598-1082

$729.4MRegulatory AUM
5Advisory reps
11Employees
0Clients
0Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
July 2026 — CANBY FINANCIAL ADVISORS notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2026 — CANBY FINANCIAL ADVISORS notice-filed in CA, CT, FL, ME, NC, NH, NY, RI, VA, VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
April 2026 — CANBY FINANCIAL ADVISORS's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
December 2025 — CANBY FINANCIAL ADVISORS (FRAMINGHAM, MA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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