Financial ADVSR advisor directory · SEC adviser records
Strategic Financial Services financial advisors in New York
Every SEC-registered investment adviser representative at a Strategic Financial Services office in New York, by city and A to Z.
The short answer
27 registered advisors work at Strategic Financial Services in New York, out of 27 nationwide; it's the firm's number 1 state by advisors, and the most are in Utica (24). 9 list the CFP designation and 0 are also registered broker representatives.
Strategic Financial Services advisors by city in New York
Every firm in New York →Strategic Financial Services advisors in New York, A to Z
Search by name →- Nicholas A. AccordinoUtica · Certified Financial Planner
- Cody CarnayaUtica · Certified Financial Planner
- Shannon M. CoolUtica
- Kyle J. DempsterUtica · Certified Financial Planner
- Aaron R. EvansUtica · Certified Financial Planner, Chartered Financial Analyst
- Melissa J. FernalldUtica
- Connor F. GaffneyUtica
- Justin HeartyVoorheesville · Certified Financial Planner
- Alexys E. JacobsSyracuse · Certified Financial Planner
- Tobias C. JeraldsUtica
- Matthew T. JohnsonUtica
- Alan R. Leist IIIUtica · Chartered Financial Analyst
- Alan R. Leist Jr.Utica · Certified Financial Planner
- David S. LemireUtica · Chartered Financial Analyst
- Gregory A. MattacolaRome · Certified Financial Planner
- Michael J. McGrawUtica · Certified Financial Planner
- Sarah A. OwensUtica
- Michael PanzerUtica
- Anthony J. PasqualettiUtica
- Curtis M. PearsallUtica
- Benjamin D. PetellRome
- Laura E. PowersUtica · Chartered Financial Consultant
- Jacob H. StorsbergUtica
- Gregory TedoneUtica
- Emma UvanniUtica
- Judith Vicks-SweetUtica · Chartered Financial Analyst
- Douglas S. WaltersUtica · Chartered Financial Analyst
Strategic Financial Services advisors in every state →Strategic Financial Services: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Strategic Financial Services financial advisors are in New York?
27 investment adviser representatives are registered at Strategic Financial Services offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 27 at the firm nationwide. 9 list the CFP designation and 0 are also registered as broker representatives.
Where in New York does Strategic Financial Services have the most advisors?
Utica, with 24, then Rome (1). Strategic Financial Services has advisors in 3 cities in New York.
How do I check a Strategic Financial Services advisor in New York?
Each advisor below 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. Advisors are listed at the city of the Strategic Financial Services office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.