Unclaimed Profile

Aaron R Evans

STRATEGIC FINANCIAL SERVICES, INC.·UTICA, New York

Clean record5 years registeredSTRATEGIC FINANCIAL SERVICES, INC.

114 BUSINESS PARK DRIVE, UTICA, NY 13502CRD# 6058023Firm CRD# 109677

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Aaron R Evans · UTICA, NY

Registration

CRD #6058023 · STRATEGIC FINANCIAL SERVICES, INC. · 5 years registered

Brand Profile

Not yet started

Career History

STRATEGIC FINANCIAL SERVICES

Sep 2020 – present

Registrations & Exams

Registration record

First registered · September 11, 2020

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STRATEGIC FINANCIAL SERVICES, INC.

CRD 109677 · SEC 801-33774

AUM

$2.0B

Regulatory assets under management

Employees

3,133 client accounts

Services offered by STRATEGIC FINANCIAL SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STRATEGIC FINANCIAL SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Aaron R Evans offer?

Aaron R Evans specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in UTICA, New York for a consultation.

What are Aaron R Evans's credentials?

Aaron R Evans is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Aaron R Evans located?

Aaron R Evans is based in UTICA, New York, working with STRATEGIC FINANCIAL SERVICES, INC.. Their office serves clients in the UTICA metropolitan area and surrounding communities.

How does Aaron R Evans charge for services?

Aaron R Evans's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STRATEGIC FINANCIAL SERVICES, INC.?

STRATEGIC FINANCIAL SERVICES, INC. has approximately 35 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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