Unclaimed Profile

Laura Ellen Hailston

STRATEGIC FINANCIAL SERVICES, INC.·UTICA, New York

SIE, Series 6ChFC4 years registeredSTRATEGIC FINANCIAL SERVICES, INC.

114 BUSINESS PARK DRIVE, UTICA, NY 13502CRD# 5358051Firm CRD# 109677

Profile Verification

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

Identity

Laura Ellen Hailston · UTICA, NY

Registration

CRD #5358051 · STRATEGIC FINANCIAL SERVICES, INC. · 4 years registered

Brand Profile

Not yet started

Career History

STRATEGIC FINANCIAL SERVICES

Sep 2021 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Registration record

First registered · September 4, 2021

Years registered · 4

Professional designation · ChFC

Disclosure History

2009Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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

Speak with Laura

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Laura is the right fit? Take our 2-minute quiz →

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 Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Laura Ellen Hailston offer?

Laura Ellen Hailston specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in UTICA, New York for a consultation.

What are Laura Ellen Hailston's credentials?

Laura Ellen Hailston holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Laura Ellen Hailston located?

Laura Ellen Hailston 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 Laura Ellen Hailston charge for services?

Laura Ellen Hailston'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 →