AdvisorOS Directory
Claim Profile
JV

Judith Vicks-Sweet

STRATEGIC FINANCIAL SERVICES, INC.·UTICA, New York
Unclaimed Profile
114 BUSINESS PARK DRIVE, UTICA, NY 13502CRD# 4344173Firm CRD# 109677
01

About

Judith Vicks-Sweet 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# 4344173
Firm CRD# 109677
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in UTICA?

Browse all registered financial advisors in UTICA, New York or claim this profile if it's yours.

Browse UTICA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Judith Vicks-Sweet offer?
Judith Vicks-Sweet specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in UTICA, New York for a consultation.
What are Judith Vicks-Sweet's credentials?
Judith Vicks-Sweet is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Judith Vicks-Sweet located?
Judith Vicks-Sweet 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 Judith Vicks-Sweet charge for services?
Judith Vicks-Sweet'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in UTICA
Robert Kenneth Watkins — ADVANCED GROUP FINANCIAL SERVICES, LLCAlan Remy Leist — STRATEGIC FINANCIAL SERVICES, INC.Alan Remy Leist — STRATEGIC FINANCIAL SERVICES, INC.Kasey John Williams — 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
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile