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 registered investment adviser organized as a limited liability company. The firm is SEC-registered (2025) and is owned by an individual. It serves both individual and family clients as well as institutional and business clients, and identifies itself as a capital allocator that also selects third-party advisers when appropriate. Service offerings include comprehensive financial planning and portfolio management for individuals, small businesses, and institutions. The firm charges fees using a mix of percentage-of-AUM arrangements plus hourly and fixed-fee options. Canby Financial Advisors reports that it does not position itself as an active ESG investor and it is not operating as a multi-state adviser.
Assets & Accounts
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
Christopher Borden
Managing Partner and Financial AdvisorCRD 1303805
Martin Baker
Director of Financial Planning, Financial AdvisorCRD 4663348
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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