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SD

Stefaniya Dragova

CANDOR FINANCIAL LLC
San Francisco, CA 94108
Some features on this profile are disabled
CRD#: 7362512
SD

Professional summary

Stefaniya Dragova is a registered financial advisor currently at CANDOR FINANCIAL LLC located in San Francisco, California.

Stefaniya is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Stefaniya has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Stefaniya Dragova'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®
None

Experience

Current

January 11, 2022 - Present

CANDOR FINANCIAL LLC

Office #1: 237 Kearny Street #9007, San Francisco, CA 94108
RIA
CRD#: 314173
San Francisco, CA

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".
CF
CANDOR FINANCIAL LLC
CANDOR FINANCIAL LLC

CRD#: 314173 / SEC#: 801-121166

RIA
Registered Investment Advisory firm - (5/18/2021 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
(1/11/2022)
IAR
New York
(1/11/2022)
IAR
Texas
(1/11/2022)
IAR
Washington
(1/11/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/10/2022
Uniform Investment Adviser Law Examination

Current Firm

CF
CANDOR FINANCIAL LLC
CANDOR FINANCIAL LLC

CRD#: 314173 / SEC#: 801-121166

RIA
Registered Investment Advisory firm - (5/18/2021 Approved)
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Contact information

Main Address
San Francisco, CA
Mailing Address
2021 Fillmore St #9007, San Francisco, CA 94115
Phone number
(415) 704-6412
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A: FIRM BROCHURE (5/8/2025)

Regulatory assets under management

Total Number of Accounts164
AUM (Assets Under Management)$ 9,618,015

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.

Company Information

CANDOR FINANCIAL LLC

CRD#: 314173San Francisco, CA 94108

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