Advanced Group Financial Services, LLC

Advanced Group Financial Services, LLC (CRD# 151451) is a financial advisory firm headquartered in Utica, NY. They manage $30,241,000 in 233 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    233
    ACCOUNTS
  • Average Account Value
    $129,790
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NY, OH

Financial Advisors at Advanced Group Financial Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Robert K. Watkins
CRD#: 2207716
2508 Genesee Street, Utica, NY 13502
93
Wealthminder
score

Robert Watkins (CRD# 2207716) is an Investment Advisor Representative working at Advanced Group Financial Services, LLC in Utica, NY and has over 24 years of experience in the finance industry.

2
Dean G. Leounis
CRD#: 2222918
2508 Genesee Street, Utica, NY 13502
71
Wealthminder
score

Dean Leounis (CRD# 2222918) is an Investment Advisor Representative working at Advanced Group Financial Services, LLC in Utica, NY and has over 24 years of experience in the finance industry.

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