Canby Financial Advisors
Firm details
- Headquarters
- Framingham, Massachusetts
- CRD number
- 338797
- Registered since
- November 19, 2025
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76.73%
- Pension & Profit Sharing Plans14.65%
- Individuals8.63%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Canby Financial Advisors is an independent, LLC-structured registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. The firm provides financial planning, discretionary portfolio management for individuals, small businesses and institutions, and the selection of third‑party advisers. Its fee model is flexible and includes percentage-of-AUM fees as well as hourly and fixed-fee engagements. Canby is not an ESG-focused manager, does not operate as a multi-state adviser, and its filings indicate it is not a pension consultant or related adviser. The firm was registered with the SEC in 2025 and is owned by an individual.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds79%
- Exchange Traded Equities13%
- Cash & Cash Equivalents8%
Owners & executives
1 of 1
Christy Fabian
Chief Compliance OfficerCRD 5872007
Contacts
3 of 5
Christopher Gullotti
Financial Advisor & PartnerCRD 4622376
Martin Baker
Director of Financial Planning, Financial AdvisorCRD 4663348
Michael Flaherty
Senior Financial AdvisorCRD 2963882
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Framingham, MA
Middlesex
Location
Framingham, MA
Headquartered in Framingham, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 161 Worcester Rd
- Time zone
- ET (UTC-5)
- Office locations
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