ADVISOR FINANCIAL SERVICES, INC.

ADVISOR FINANCIAL SERVICES, INC. of CHATHAM, NY is an SEC-registered investment adviser (CRD 118537). Regulatory assets under management: $62.6M.

Registration

• CRD: 118537
• SEC file number: 801-113326
• Type: Registered investment adviser
• Location: 1 TACONIC PL, CHATHAM, NY, 12037
• Phone: 518-392-3400
• Latest filing: 2026-08-03
• Regulatory AUM: $62.6M
• Discretionary AUM: $62.6M
• Clients: 2
• Accounts: 435

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Corporations.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 118537 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search