Sciandra Julianne

CAPITAL FINANCIAL ADVISORS OF NEW YORK

Clifton Park, NY 12065

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CRD#: 6927736

Professional summary

Sciandra Julianne, CFP®, who also goes by Sciandra Looney Julianne, Julianne Estra Sciandra, Julianne Sciandra, is a registered financial advisor currently at CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC located in Clifton Park, New York.

Sciandra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Sciandra has worked at 1 firm .

Question & Answer

What are your service offerings?

Estate Planning

Retirement Planning

Tax Planning

Investment Planning

Comprehensive Financial Planni...

Insurance Planning

Do you have an area of expertise or specialization?

High Net Worth Client Needs

Hourly

Investment Advice with Ongoing...

Retirement Planning & Distribu...

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Sciandra Looney Julianne | Julianne Estra Sciandra | Julianne Sciandra

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sciandra Julianne's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2014

Experience

Current

August 11, 2021 - Present

CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC

Office #1: 10 Maxwell Drive Suite 104b, Clifton Park, NY 12065

RIA

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

California
(8/13/2021)

IAR

Florida
(9/3/2021)

IAR

New York
(8/11/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

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

Registered Investment Advisory firm - (4/2/2008 Approved)

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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

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CFANY FIRM BROCHURE 2025 (3/25/2025)

Regulatory assets under management

Total Number of Accounts	542
AUM (Assets Under Management)	$ 232,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Sciandra Julianne

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sciandra Julianne's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC

Primary Firm SEC Registration

CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC

State Registrations and Notice Filings

Exams

Current Firm

CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC

TRUST BUT VERIFY

Contact information

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