Financial ADVSR advisor directory · SEC adviser records
Strategic Financial Services financial advisors in Utica, NY
Every SEC-registered investment adviser representative at a Strategic Financial Services office in Utica, A to Z.
The short answer
23 registered advisors work at Strategic Financial Services in Utica, out of 27 at the firm nationwide; it ranks number 1 in the city by advisors. 6 list the CFP designation and 0 are also registered broker representatives.
Strategic Financial Services advisors in Utica, A to Z
Every Strategic Financial Services advisor →- Nicholas A. AccordinoCertified Financial Planner
- Cody CarnayaCertified Financial Planner
- Shannon M. CoolInvestment adviser rep
- Kyle J. DempsterCertified Financial Planner
- Aaron R. EvansCertified Financial Planner, Chartered Financial Analyst
- Melissa J. FernalldInvestment adviser rep
- Connor F. GaffneyInvestment adviser rep
- Tobias C. JeraldsInvestment adviser rep
- Matthew T. JohnsonInvestment adviser rep
- Alan R. Leist IIIChartered Financial Analyst
- Alan R. Leist Jr.Certified Financial Planner
- David S. LemireChartered Financial Analyst
- Michael J. McGrawCertified Financial Planner
- Sarah A. OwensInvestment adviser rep
- Michael PanzerInvestment adviser rep
- Anthony J. PasqualettiInvestment adviser rep
- Curtis M. PearsallInvestment adviser rep
- Laura E. PowersChartered Financial Consultant
- Jacob H. StorsbergInvestment adviser rep
- Gregory TedoneInvestment adviser rep
- Emma UvanniInvestment adviser rep
- Judith Vicks-SweetChartered Financial Analyst
- Douglas S. WaltersChartered Financial Analyst
Strategic Financial Services advisors in every city and state →Strategic Financial Services: assets, clients and custodians →Advisor Moves: who changed firms this week →
Strategic Financial Services advisors in other cities
Other firms in Utica
All Utica advisors →Morgan Stanley 16Empire Retirement Plans, LLC 8Osaic Wealth, Inc. 7LPL Financial LLC 5Caruso McLean & Co., Inc. 4Merrill Lynch, Pierce, Fenner & Smith Incorporated 4Paradigm Consulting, Inc. 4Adirondack Financial Services Corp. 3
Questions
How many financial advisors does Strategic Financial Services have in Utica?
23 investment adviser representatives are registered at Strategic Financial Services offices in Utica, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 27 nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.
Is Strategic Financial Services one of the largest advisor employers in Utica?
Strategic Financial Services ranks number 1 in Utica by registered advisors, ahead of Morgan Stanley (16).
How do I check a Strategic Financial Services advisor in Utica?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.