Kerry Gordon Mayo
Investment adviser representative at Capital Financial Advisors of New York, LLC
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$260MFirm assets
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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
19 years in the industry.
- Capital Financial Advisors of New York, LLCJun 2007 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NY).
Capital Financial Advisors of New York, LLC
$260MAssets managed
144Clients
2Advisers
18 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
- 4991436
- Firm CRD
- 125689