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Anthony Joseph Filberto

Candace Shira Associates, LLC

Pittsford, NY

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Current Employers
Candace Shira Associates, Llc

115 Sully'S Trail Suite 8, Pittsford, NY 14534 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-02-14
  • NY RA
    APPROVED
    Since 2021-02-14

Branch Locations

115 Sullys Trail Suite 8, Pittsford, NY 14534 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Candace Shira Associates Rochester NY 06/2012 Present
Wall Street Financial Group Fairport NY 12/2013 09/2016
  • 06/2012 → Present
    Candace Shira Associates
    Rochester, NY
  • 12/2013 → 09/2016
    Wall Street Financial Group
    Fairport, NY
Previous Registrations
  • 2007-11-08 → 2008-09-30
    Wall Street Financial Group, Inc.
    Victor, NY
    Pittsburgh, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-02-06
S65 Uniform Investment Adviser Law Examination 2007-11-05
S63 Uniform Securities Agent State Law Examination 2002-09-13
  • S66 Uniform Combined State Law Examination
    2014-02-06
  • S65 Uniform Investment Adviser Law Examination
    2007-11-05
  • S63 Uniform Securities Agent State Law Examination
    2002-09-13
Other Names
  • Joe Filberto

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PITTSFORD, NY
ARMBRUSTER CAPITAL MANAGEMENT, INC. · PITTSFORD, NY
KICKSTAND WEALTH ADVISORS · PITTSFORD, NY
MARK ANDREW PAGANELLI · PITTSFORD, NY
MORGAN STANLEY · Pittsford, NY
CHARLES SCHWAB & CO., INC. · Pittsford, NY
COMMONWEALTH FINANCIAL NETWORK · Pittsford, NY
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