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Edward Joseph Canty

Canty Wealth Management

Ballston Spa, NY

CRD 6923177

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Employer firm

Canty Wealth Management CRD 118945

$254M regulatory AUM 447 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Canty Wealth Management

20 Church Ave., Ballston Spa, NY 12020 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-05-02
NY RA APPROVED 2024-12-06
  • FL RA
    APPROVED
    Since 2025-05-02
  • NY RA
    APPROVED
    Since 2024-12-06

Branch Locations

20 Church Ave., Ballston Spa, NY 12020 • 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
Canty Financial Management, Inc Ballston Spa NY 01/2017 Present
University Of Tampa Tampa FL 01/2014 12/2016
  • 01/2017 → Present
    Canty Financial Management, Inc
    Ballston Spa, NY
  • 01/2014 → 12/2016
    University Of Tampa
    Tampa, FL
Other Businesses

Edward Canty is part owner of a financial blogging business named Investing Simple LLC. Investing Simple does not provide investment recommendations and is unaffiliated with CFM. BUSINESS ADDRESS IS: 767 PLANTATION CT MARCO ISLAND, FL 34145 GENERAL PARTNER - Vice President BUSINESS START DATE 01/2018 TIME DEVOTED TO BUSINESS IS 1 HOUR PER WEEK - NOT DURING SECURITIES TRADING HOURS DUTIES ARE TO MANAGE THE FINANCES OF THE COMPANY.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-11-29
  • S65 Uniform Investment Adviser Law Examination
    2017-11-29
Designations
  • Certified Financial Planner

View on SEC IAPD

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