Laura Powers, financial advisor Utica NY

Laura Powers

CRD Number: 5358051
Current Firm: Strategic Financial Services

Laura Powers (CRD# 5358051) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Strategic Financial Services Utica, NY Apr 2004 - Current 20
Cadaret, Grant & Company, Inc. Utica, NY Aug 2010 - Sep 2019 9
Bellavista Restaurant Little Falls, NY Oct 2002 - Dec 2018 16

Laura Powers has no recent exams reported.
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Laura E. Powers
Phone Number: (315)724-1776
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    1,964
    MILLIONS
  • Total Number of Accounts
    3,133
    ACCOUNTS
  • Average Account Value
    $626,994
Compensation Options
  • A percentage of assets under your management
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

CA, CO, CT, FL, LA, MA, MD, NC, NH, NJ, NY, PA, SC, TX, VA, VT

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