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STRATEGIC FINANCIAL SERVICES, INC.
STRATEGIC FINANCIAL SERVICES, INC.
STRATEGIC FINANCIAL SERVICES
UTICA, New York
·
8 registered advisors
·
CRD# 109677
SEC# 801-33774
5
(315)724-1776
01
Firm Overview
AUM
$2.0B
Regulatory assets under management
Employees
35
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at STRATEGIC FINANCIAL SERVICES, INC.
8 registered advisors
Aaron R Evans
UTICA, New York
CRD# 6058023
Alan Remy Leist
UTICA, New York
CFA
CRD# 2641909
Alan Remy Leist
UTICA, New York
CFP
CRD# 306209
David S Lemire
UTICA, New York
CRD# 4968601
Douglas Scott Walters
UTICA, New York
CFA
CRD# 5186158
Judith Vicks-Sweet
UTICA, New York
CRD# 4344173
Laura Ellen Hailston
UTICA, New York
ChFC
CRD# 5358051
Nancy Colleen Meininger
UTICA, New York
CRD# 5358207
05
Office Locations
UTICA, New York
8 advisors
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Data sourced from SEC Form ADV filings. STRATEGIC FINANCIAL SERVICES, INC. (CRD# 109677) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.