Strategic Financial Services

Strategic Financial Services (CRD# 109677) is a financial advisory firm headquartered in Utica, NY. They manage $980,024,918 in 2,049 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    980
    MILLION
  • Total Number of Accounts
    2,049
    ACCOUNTS
  • Average Account Value
    $478,294
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
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.

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

Financial Advisors at Strategic Financial Services
Showing 1 - 2 of 2 top financial advisors.
1
Alan R. Leist
CRD#: 2641909
114 Business Park Drive, Utica, NY 13502
96
Wealthminder
score

Alan Leist (CRD# 2641909) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has over 22 years of experience in the finance industry.

2
Alan R. Leist
CRD#: 306209
114 Business Park Drive, Utica, NY 13502
86
Wealthminder
score

Alan Leist (CRD# 306209) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has over 18 years of experience in the finance industry. Alan Leist 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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