Strategic Financial Services

Strategic Financial Services (CRD# 109677) is a financial advisory firm headquartered in Utica, NY. They manage $1,582,080,593 in 2,573 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,582
    MILLION
  • Total Number of Accounts
    2,573
    ACCOUNTS
  • Average Account Value
    $614,878
Compensation Options
  • A percentage of assets under your management
  • 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, IL, LA, MA, MD, NC, NH, NJ, NY, PA, SC, TX, VA, VT

Financial Advisors at Strategic Financial Services
Showing 1 - 10 of 10 top financial advisors.
1
Michael M. Durand
CRD#: 2165148
114 Business Park Drive, Utica, NY 13502

Michael Durand (CRD# 2165148) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has over 27 years of experience in the finance industry.

2
Alan R. Leist
CRD#: 2641909
114 Business Park Drive, Utica, NY 13502

Alan Leist (CRD# 2641909) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has over 26 years of experience in the finance industry.

3
Alan R. Leist
CRD#: 306209
114 Business Park Drive, Utica, NY 13502

Alan Leist (CRD# 306209) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has over 22 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.

4
William A. Rust
CRD#: 6074318
114 Business Park Drive, Utica, NY 13502

William Rust (CRD# 6074318) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has over 9 years of experience in the finance industry.

5
Francesca M. Asher
CRD#: 6697142
114 Business Park Drive, Utica, NY 13502

Francesca Asher (CRD# 6697142) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has 1 year of experience in the finance industry. Francesca Asher 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.

6
Aaron R. Evans
CRD#: 6058023
114 Business Park Drive, Utica, NY 13502

Aaron Evans (CRD# 6058023) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has 1 year of experience in the finance industry. Aaron Evans 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.

7
Melissa J. Fernalld
CRD#: 5465108
114 Business Park Drive, Utica, NY 13502

Melissa Fernalld (CRD# 5465108) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has 1 year of experience in the finance industry.

8
Michael J. McGraw
CRD#: 6058027
114 Business Park Drive, Utica, NY 13502

Michael McGraw (CRD# 6058027) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has over 7 years of experience in the finance industry. Michael McGraw 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.

9
Laura E. Powers
CRD#: 5358051
114 Business Park Drive, Utica, NY 13502

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.

10
Kim E. White
CRD#: 5806944
114 Business Park Drive, Utica, NY 13502

Kim White (CRD# 5806944) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has over 8 years of experience in the finance industry.

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