Strategic Financial Services
Strategic Financial Services (CRD# 109677) is a financial advisory firm headquartered in Utica, NY. They manage $1,662,924,875 in 2,950 accounts and serve the financial needs of clients across 16 states (or territories).
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Total Assets Under Management1,663MILLION
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Total Number of Accounts2,950ACCOUNTS
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Average Account Value$563,703
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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, LA, MA, MD, NC, NH, NJ, NY, PA, SC, TX, VA, VT
Alan Leist (CRD# 306209) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has over 24 years of experience in the finance industry.
Alan Leist (CRD# 2641909) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has over 28 years of experience in the finance industry.
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.
Cody Carnaya (CRD# 7274752) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has over 3 years of experience in the finance industry.
Kyle Dempster (CRD# 7713475) 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 (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.
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.
Connor Gaffney (CRD# 7601325) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has 1 year of experience in the finance industry.
David Lemire (CRD# 4968601) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has 1 year of experience in the finance industry.
Gregory Mattacola (CRD# 6912771) is an Investment Advisor Representative working at Strategic Financial Services in Rome, NY and has 1 year of experience in the finance industry.