Financial ADVSR advisor directory · SEC adviser records
Strategic Financial Services financial advisors
Every SEC-registered investment adviser representative at Strategic Financial Services, by the state and city of the office they work from.
27 registered advisors work at Strategic Financial Services, in 2 states and 4 cities; the most are in Utica, NY (24). 9 list the CFP designation and 0 are also registered broker representatives.
Search every Strategic Financial Services advisor by name →Who joined and left Strategic Financial Services →Strategic Financial Services: assets, clients and custodians →
Cities with the most Strategic Financial Services advisors
Utica, NY 24Rome, NY 1Voorheesville, NY 1West Palm Beach, FL 1
Strategic Financial Services advisors by state
Questions
How many financial advisors does Strategic Financial Services have?
27 investment adviser representatives are registered with Strategic Financial Services, according to the SEC's Investment Adviser Public Disclosure records, in 2 states and 4 cities. 9 list the CFP designation and 0 are also registered as broker representatives.
Where does Strategic Financial Services have the most advisors?
Utica, NY, with 24 registered advisors, then Rome, NY (1). By state, New York has the most, with 26.
How do I find a Strategic Financial Services financial advisor near me?
Pick your state below, then your city, to see every Strategic Financial Services advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Strategic Financial Services offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →