Alan Leist, financial advisor Utica NY

Alan Leist

CRD Number: 2641909
Current Firm: Strategic Financial Services

Alan Leist (CRD# 2641909) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has over 26 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Strategic Financial Services Utica, NY Jul 2005 - Current 16
Cadaret, Grant & Company, Inc. Utica, NY Feb 2006 - Jul 2019 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1995
Contact Info for Alan R. Leist
Phone Number: (315)724-1776
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States


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