Kerry G. Mayo
CAPITAL FINANCIAL ADVISORS OF NEW YORK
Clifton Park, NY 12065
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CRD#: 4991436
Professional summary
Kerry Gordon Mayo, CFP®, who also goes by Kerry Mayo, is a registered financial advisor currently at CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC located in Clifton Park, New York.
Kerry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Kerry has worked at 1 firm .
Biography
Kerry Mayo received his Master of Arts degree in Economics with a concentration in financial markets in 2005. While completing his graduate studies he also worked in the financial planning field. Before joining CFANY, Kerry Mayo spent two years working for an economic consulting firm creating economic and econometric models used in forecasting for private entities, local governments, regional organizations and the State of Vermont. He also gained experience in the analysis of business and personal financial statements as a forensic economist. As a CFP practitioner, Kerry Mayo has combined his unique experience in the areas of finance and economics with knowledge of all aspects of financial planning.
Question & Answer
What are your service offerings?
Small Business Planning
Comprehensive Financial Planni...
Investment Planning
Employee and Employer Plan Ben...
Retirement Planning
Do you have an area of expertise or specialization?
Business Owners
Entrepreneurs
High Net Worth Client Needs
Investment Advice with Ongoing...
Medical Professionals
Retirement Plan Investment Adv...
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Kerry Mayo
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Kerry Gordon Mayo's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2008
Experience
Current
August 13, 2021 - Present
CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC
Office #1: 10 Maxwell Drive Suite 104b, Clifton Park, NY 12065RIA
CRD#: 125689
Clifton Park, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC
CAPITAL FINANCIAL ADVISORS LLC | CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC
CRD#: 125689 / SEC#: 801-69021
RIA
Registered Investment Advisory firm - (4/2/2008 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New York(8/13/2021)
Exams
Current Firm
CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC
CAPITAL FINANCIAL ADVISORS LLC | CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC
CRD#: 125689 / SEC#: 801-69021
RIA
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Contact information
Main Address
10 Maxwell Drive Suite 104b, Clifton Park, NY 12065
Mailing Address
Phone number
(518) 280-0030
Established
Firm type
Fiscal year end
# of Employees
1
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 542 |
| AUM (Assets Under Management) | $ 232,000,000 |
Red Flags
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Company Information
CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC
CRD#: 125689Clifton Park, NY 12065TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
