Joseph Canty
Canty Wealth Management · Ballston Spa, New York
Joseph Canty is a fee-only financial advisor at Canty Wealth Management in Ballston Spa, New York, who holds the CFP credential. Canty Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Canty Wealth Management |
|---|---|
| Based in | Ballston Spa, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $254.0M across 447 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, NY · CRD 7230047 |
| Exams passed | Series 65 (2019) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.cantyfinancial.com |
How Joseph's firm compares
- Canty Wealth Management's average account is about $568,000, from its Form ADV (assets managed divided by 447 accounts).
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Questions about Joseph
Is Joseph Canty a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Canty Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Canty Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Joseph Canty based?
Joseph Canty is based in Ballston Spa, New York.
What credentials does Joseph Canty hold?
Joseph Canty holds the CFP credential.
Is Joseph Canty registered with the SEC?
Yes. Joseph Canty is registered as an investment adviser representative in FL and NY (CRD 7230047), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Canty Wealth Management manage?
Canty Wealth Management reports $254.0M across 447 accounts in assets under management.
How do I contact Joseph Canty?
Through Joseph's website, www.cantyfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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