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).

By the Numbers
  • Total Assets Under Management
    1,663
    MILLION
  • Total Number of Accounts
    2,950
    ACCOUNTS
  • Average Account Value
    $563,703
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Strategic Financial Services
Showing 1 - 10 of 18 top financial advisors.
1
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 24 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.

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 28 years of experience in the finance industry.

3
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.

4
Cody Carnaya
CRD#: 7274752
114 Business Park Drive, Utica, NY 13502

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. Cody Carnaya 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.

5
Kyle J. Dempster
CRD#: 7713475
114 Business Park Drive, Utica, NY 13502

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. Kyle Dempster 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
Connor F. Gaffney
CRD#: 7601325
114 Business Park Drive, Utica, NY 13502

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.

9
David S. Lemire
CRD#: 4968601
114 Business Park Drive, Utica, NY 13502

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.

10
Gregory A. Mattacola
CRD#: 6912771
1320 Floyd Avenue, Rome, NY 13440

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. Gregory Mattacola 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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