Strategic Financial Services
Strategic Financial Services (CRD# 109677) is a financial advisory firm headquartered in Utica, NY. They manage $900,563,725 in 1,807 accounts and serve the financial needs of clients across 14 states (or territories).
Total Assets Under Management901MILLION
Total Number of Accounts1,807ACCOUNTS
Average Account Value$498,375
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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, MA, MD, NC, NH, NJ, NY, PA, SC, TX, VA
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.