Canby Financial Advisors
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 338797
- SEC number
- 801-134723
- Firm type
- RIA
- Assets under management
- $729.4M as of Jun 5, 2026
- Website
- canbyfinancial.com ↗
- Phone
- 508-598-1082
- Address
- 161 Worcester Road, Framingham, MA, 01701
Advisors at this firm
5 in our index · page 1 of 1
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Martin BakerCRD 4663348 · Framingham, MAIA RegisteredRegistration inactive
-
Christopher Starr BordenCRD 1303805 · Framingham, MAIA RegisteredRegistration inactive
-
Michael Daniel FlahertyCRD 2963882 · Framingham, MAIA RegisteredRegistration inactive
-
Christopher P GullottiCRD 4622376 · Framingham, MAIA RegisteredRegistration inactive
-
David Kimball JaegerCRD 6214513 · Framingham, MAIA RegisteredRegistration inactive
1–5 of 5
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 338797 ↗
FINRA BrokerCheck record for firm CRD 338797 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.