AdvisorOS Directory
Claim Profile
Unclaimed Profile
NM

Nancy Colleen Meininger

STRATEGIC FINANCIAL SERVICES, INC.·UTICA, New York
SIE, Series 7, Series 63Clean recordSTRATEGIC FINANCIAL SERVICES, INC.
114 BUSINESS PARK DRIVE, UTICA, NY 13502CRD# 5358207Firm CRD# 109677

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nancy Colleen Meininger · UTICA, NY
Registration
CRD #5358207 · STRATEGIC FINANCIAL SERVICES, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
STRATEGIC FINANCIAL SERVICES, INC.
CRD 109677 · SEC 801-33774
AUM
$2.0B
Regulatory assets under management
Employees
35
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 Nancy

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

Not sure if Nancy 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 AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Nancy Colleen Meininger offer?
Nancy Colleen Meininger specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in UTICA, New York for a consultation.
What are Nancy Colleen Meininger's credentials?
Nancy Colleen Meininger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nancy Colleen Meininger located?
Nancy Colleen Meininger 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 Nancy Colleen Meininger charge for services?
Nancy Colleen Meininger'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 at STRATEGIC FINANCIAL SERVICES, INC.

Douglas Scott Walters
UTICA, NY
CFA
Aaron R Evans
UTICA, NY
Alan Remy Leist
UTICA, NY
CFP
Alan Remy Leist
UTICA, NY
CFA
David S Lemire
UTICA, NY
Judith Vicks-Sweet
UTICA, NY

More Advisors in UTICA, New York

John J Clark
ADIRONDACK FINANCIAL SERVICES CORP·UTICA, NY
Patricia Marie Rugari
ADIRONDACK FINANCIAL SERVICES CORP·UTICA, NY
Gregory Bruce Mclean
CARUSO MCLEAN & CO., INC.·UTICA, NY
Robert Kenneth Watkins
ADVANCED GROUP FINANCIAL SERVICES, LLC·UTICA, NY
William Fox Locke
ADIRONDACK FINANCIAL SERVICES CORP·UTICA, NY
Stephen Louis Caruso
CARUSO MCLEAN & CO., INC.·UTICA, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (4737)ROCHESTER (141)PURCHASE (87)SYRACUSE (80)ALBANY (73)BUFFALO (72)GARDEN CITY (70)MELVILLE (67)PITTSFORD (65)WHITE PLAINS (60)
City Guides
NEW YORK GuideROCHESTER GuidePURCHASE GuideSYRACUSE GuideALBANY Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile