Strategic Financial Services

Strategic Financial Services (CRD# 109677) is a financial advisory firm headquartered in Utica, NY. They manage $1,964,371,550 in 3,133 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
114 Business Park Drive, Utica, NY 13502
https://www.linkedin.com/company/strategic-financial-services/
By the Numbers
  • Total Assets Under Management
    1,964
    MILLION
  • Total Number of Accounts
    3,133
    ACCOUNTS
  • Average Account Value
    $626,994
Compensation Options
  • A percentage of assets under your management
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 11 - 18 of 18 top financial advisors.
11
Michael McGraw, financial advisor Utica NY
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 10 years of experience in the finance industry.

12
Curtis Pearsall, financial advisor Utica NY
Curtis M. Pearsall
CRD#: 7563274
114 Business Park Drive, Utica, NY 13502

Curtis Pearsall (CRD# 7563274) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has 1 year of experience in the finance industry.

13
Laura Powers, financial advisor Utica NY
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.

14
Jacob Storsberg, financial advisor Utica NY
Jacob H. Storsberg
CRD#: 7240118
114 Business Park Drive, Utica, NY 13502

Jacob Storsberg (CRD# 7240118) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has 1 year of experience in the finance industry.

15
Sophia Tsoupelis, financial advisor Utica NY
Sophia G. Tsoupelis
CRD#: 6962127
114 Business Park Drive, Utica, NY 13502

Sophia Tsoupelis (CRD# 6962127) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has 1 year of experience in the finance industry.

16
Judith Vicks-Sweet, financial advisor Utica NY
Judith Vicks-Sweet
CRD#: 4344173
114 Business Park Drive, Utica, NY 13502

Judith Vicks-Sweet (CRD# 4344173) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has 1 year of experience in the finance industry.

17
Douglas Walters, financial advisor Utica NY
Douglas S. Walters
CRD#: 5186158
114 Business Park Drive, Utica, NY 13502

Douglas Walters (CRD# 5186158) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has over 17 years of experience in the finance industry.

18
Kim White, financial advisor Utica NY
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 10 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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