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Jeremy M Stewart

STRATEGIC FINANCIAL SERVICES, INC.·UTICA, New York
Unclaimed Profile
114 BUSINESS PARK DRIVE, UTICA, NY 13502CRD# 5358201Firm CRD# 109677
01

About

Jeremy M Stewart is a registered financial advisor based in UTICA, New York, affiliated with STRATEGIC FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
STRATEGIC FINANCIAL SERVICES, INC.
STRATEGIC FINANCIAL SERVICES
AUM
$2.0B
Regulatory assets under management
Employees
35
Total firm employees
View all advisors at STRATEGIC FINANCIAL SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5358201
Firm CRD# 109677
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeremy M Stewart offer?
Jeremy M Stewart specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in UTICA, New York for a consultation.
What are Jeremy M Stewart's credentials?
Jeremy M Stewart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeremy M Stewart located?
Jeremy M Stewart 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 Jeremy M Stewart charge for services?
Jeremy M Stewart'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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Other advisors in UTICA
Robert Kenneth Watkins — ADVANCED GROUP FINANCIAL SERVICES, LLCAlan Remy Leist — STRATEGIC FINANCIAL SERVICES, INC.Judith Vicks-Sweet — STRATEGIC FINANCIAL SERVICES, INC.Alan Remy Leist — STRATEGIC FINANCIAL SERVICES, INC.Richard Kevin Carpenter — ADVANCED GROUP FINANCIAL SERVICES, LLC
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
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