Candace Shira has been President of Cross Staff Investments since December 2012, is a control person of the firm and directly owns 75% or more of it.
Cross Staff Investments Inc. is a Pittsford, NY firm with $443M under management, 434 clients and 3 advisers in one office, as of its May 2026 filing.
Candace A. Shira is Owner of Candace Shira Associates, LLC. She has focused on comprehensive financial planning, with a strong background and special interest in insurance, investments and retirement planning. In 2013 she established her own RIA, Cross Staff Investments, Inc.
Candace Shira’s longest registration is the current one, 13 years at Cross Staff Investments since 2013. Before joining Cross Staff Investments in 2013, Candace Shira was registered through Wall Street Financial Group, Inc.
- – present · 13 yearsPittsford, NY · Adviser representative · Firm CRD 165984
- Wall Street Financial Group, Inc– · 6 yearsPittsford, NY · Adviser representative · Firm CRD 35830
Professional designations
Listed by Cross Staff Investments
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Candace Shira is registered as an investment adviser representative in 5 states. The first approvals date from January 2013; the most recent is North Carolina, in November 2022.
- FloridaSince 21 February 2013
- New YorkSince 2 February 2021
- North CarolinaSince 1 November 2022
- South CarolinaSince 9 January 2013
- TexasSince 29 February 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 23 August 2007 |
| Series 51 | Municipal Fund Securities Principal Examination | 11 April 2003 |
| Series 7 | General Securities Representative Examination | 9 December 2002 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 21 August 2000 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 25 February 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 December 1997 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Municipal Fund Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Candace Ann Shira
- CRD
- 2992244
- Firm
- Cross Staff Investments · CRD 165984
- Role
- President
- Office
- 115 SULLY'S TRAIL, SUITE 8, Pittsford, NY 14534
- Registration
- Investment adviser registration
- In the industry since
- April 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- candaceshira.com
Where does Candace Shira work?
Candace Shira has been President of Cross Staff Investments Inc. since December 2012, and is a control person of the firm.
Is Candace Shira a financial advisor?
Yes. Candace Shira has a current investment-adviser registration in Florida, New York, North Carolina, South Carolina and Texas, through Cross Staff Investments since January 2013.
How many years of experience does Candace Shira have?
Candace Shira has 19 years in the financial industry, since April 2007, across 2 adviser firms.
What exams has Candace Shira passed?
Candace Shira has passed 6 licensing exams: the Series 63, Series 6, Series 26, Series 7, Series 51 and Series 65. The earliest, the Series 63, was passed in December 1997. FINRA credited Candace Shira with the SIE, which began in October 2018.
Where is Candace Shira based?
Candace Shira’s registered office is in Pittsford, NY.
Is Candace Shira registered with FINRA?
No. Candace Shira has no current broker registration.
Is Candace Shira a CFP?
Cross Staff Investments lists Candace Shira with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Candace Shira’s record?
Search CRD 2992244 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Candace Shira’s full registration record.