Strategic Financial Services

Firm record

As recorded in SEC IAPD

Firm CRD

109677

SEC number

801-33774

Firm type

RIA

Assets under management

$2.8B as of Mar 26, 2026

Website

www.linkedin.com/COMPANY/STRATEGIC-FINANCIAL-SERVICES ↗

Phone

(315)724-1776

Address

114 Business Park Drive, Utica, NY, 13502

Advisors at this firm

25 in our index · page 1 of 1

• Nicholas A AccordinoCRD 7889570 · Utica, NY
  IA Registered
• Francesca Mae AsherCRD 6697142 · Utica, NY
  IA Registered
• Cody CarnayaCRD 7274752 · Utica, NY
  IA RegisteredRegistration inactive
• Shannon M CoolCRD 7929155 · Utica, NY
  IA Registered
• Kyle J DempsterCRD 7713475 · Utica, NY
  IA Registered
• Aaron R EvansCRD 6058023 · Utica, NY
  IA Registered
• Melissa J FernalldCRD 5465108 · Utica, NY
  IA Registered
• Connor Francis GaffneyCRD 7601325 · Utica, NY
  IA Registered
• Justin HeartyCRD 7260090 · Voorheesville, NY
  IA Registered
• Alexys E JacobsCRD 8190906 · Utica, NY
  IA Registered
• Matthew Taylor JohnsonCRD 7600550 · Utica, NY
  IA RegisteredRegistration inactive
• Alan Remy LeistCRD 306209 · Utica, NY
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Alan Remy LeistCRD 2641909 · Utica, NY
  IA RegisteredRegistration inactive
• David S LemireCRD 4968601 · Utica, NY
  IA Registered
• Michael Jason McgrawCRD 6058027 · Utica, NY
  IA RegisteredRegistration inactive
• Gregory Allen MattacolaCRD 6912771 · Utica, NY
  IA Registered
• Sarah A OwensCRD 8197151 · Utica, NY
  IA Registered
• Laura Ellen PowersCRD 5358051 · Utica, NY
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Curtis Michael PearsallCRD 7563274 · Utica, NY
  IA Registered
• Benjamin D PetellCRD 8008807 · Rome, NY
  IA Registered
• Jacob Hans StorsbergCRD 7240118 · Utica, NY
  IA Registered
• Gregory TedoneCRD 5856281 · Rochester, NY
  IA RegisteredRegistration inactive
• Emma UvanniCRD 7898347 · Utica, NY
  IA Registered
• Judith Vicks-SweetCRD 4344173 · Utica, NY
  IA Registered
• Douglas Scott WaltersCRD 5186158 · Utica, NY
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.