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).
Total Assets Under Management980MILLION
Total Number of Accounts2,049ACCOUNTS
Average Account Value$478,294
- 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, 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.
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.