# CROSS STAFF INVESTMENTS INC.

CROSS STAFF INVESTMENTS INC. of PITTSFORD, NY is an SEC-registered investment adviser.

## Registration

- CRD: 165984
- Type: SEC-registered investment adviser
- SEC file number: 801-77488
- Location: 115 SULLY'S TRAIL, SUITE 8, PITTSFORD, NY, 14534
- Phone: 585-249-1550
- Latest filing: 2026-05-07
- Regulatory AUM: $443.5M
- Discretionary AUM: $433.9M
- Non-discretionary AUM: $9.6M
- Clients: 4
- Accounts: 855

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Candace Ann Shira | PRESIDENT | — |
| Nancy Beth Kay | CHIEF COMPLIANCE OFFICER | — |
| Marvin Charles Engle | CHIEF FINANCIAL OFFICER | — |
| Anthony Joseph Filberto | CHIEF INVESTMENT OFFICER | — |
| KAY NANCY BETH | CCO; CHIEF COMPLIANCE OFFICER | — |
| SHIRA CANDACE A | CEO/CCO; PRESIDENT | — |
| ENGLE MARVIN CHARLES | CHIEF FINANCIAL OFFICER | — |
| FILBERTO ANTHONY JOSEPH | CHIEF INVESTMENT OFFICER | — |
| SHIRA CANDACE ANN | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/165984/brochure
- Similar advisers: https://search.stillhousedata.com/firm/165984/similar
- Related entities: https://search.stillhousedata.com/firm/165984/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/165984

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.