Alan LeistCRD 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.
Royal Alliance Associates, Inc.
Equitable Advisors, LLC
|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|
Total Assets Under Management1,582MILLIONS
Total Number of Accounts2,573ACCOUNTS
Average Account Value$614,878
- A percentage of assets under your management
- 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
CA, CO, CT, FL, IL, LA, MA, MD, NC, NH, NJ, NY, PA, SC, TX, VA, VT
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