Nancy Beth Kay
Investment adviser representative at Candace Shira Associates, LLC
13 yearsExperience
1 stateRegistered in
$443.5MFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Candace Shira Associates, LLCFeb 2021 to now
- Cross Staff InvestmentsFeb 2013 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (NY).
Candace Shira Associates, LLC
Legal name: Cross Staff Investments Inc.
$443.5MAssets managed
434Clients
3Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2971567
- Firm CRD
- 165984