C. L. King & Associates, Inc.

Broker-DealerFINRA MemberEst. 1972
Total AUM
Advisory reps
27
Avg account
$0

Firm details

Headquarters
Albany, New York
CRD number
6183
Registered since
April 19, 1972

Firm profile

FINTRX

Overview

C. L. King & Associates, Inc. is organized as a corporation and is classified in the snapshot as an investment bank. The firm has an SEC registration dating back to 1972 and is owned by an individual proprietor. The profile does not include descriptions of the firm's business lines, fee schedule, advisory activities, or target client segments. The snapshot also indicates C. L. King is not a capital allocator, is not an active ESG investor, is not registered as a multi-state adviser, and does not identify itself as a pension consultant or a related adviser.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 5
  • Candace Weir

    Candace Weir

    President, Chief Investment OfficerCRD 269796

  • Robert Benton

    Senior Managing Director and Chief Financial OfficerCRD 4378310

  • Steven Zoric

    Steven Zoric

    COOCRD 4074487

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Contacts

3 of 22
  • Amelia Weir

    Amelia Weir

    Senior Vice PresidentCRD 1497338

  • Elizabeth Vincelette

    Elizabeth Vincelette

    Fixed Income Sales AssistantCRD 2566636

  • James Hodson

    OperationsCRD 2197016

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Albany, NY

Albany

Location

Albany, NY

Headquartered in Albany, NY, anchoring the Albany-Schenectady, NY metro in the Northeast.

Metro area
Albany-Schenectady, NY
Region
Northeast
County
Albany
Address
9 Elk St
Time zone
ET (UTC-5)
Office locations

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