Cody Carnaya, financial advisor Utica NY

Cody Carnaya

CRD Number: 7274752
Current Firm: Strategic Financial Services

Cody Carnaya (CRD# 7274752) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has over 3 years of experience in the finance industry. Cody Carnaya has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Strategic Financial Services Utica, NY Oct 2020 - Current 3
Equitable Advisors, LLC New York, NY Jul 2020 - Oct 2020 < 1
Wegmans Food Markets Fayetteville, NY Oct 2013 - Jul 2020 6
Central New York Research Corporation Syracuse, NY Apr 2012 - Sep 2018 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2020
Contact Info for Cody Carnaya
Phone Number: (315)724-1776
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • 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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