WebAlicia Small (CRD# 6924550) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has 1 year of experience in the finance industry. … WebStrategic Financial Services Firm's CRD Number: 109677 114 Business Park Drive, Utica, NY 13502 By the Numbers Total Assets Under Management 1,848 MILLIONS Total Number of Accounts 2,754 ACCOUNTS Average Account Value $671,051 Compensation Options A percentage of assets under your management Commissions Advisory Services Offered
Aaron Evans, CFA® : Financial Planner, Investment Manager in Utica, NY
WebUtica, NY 13502 . Syracuse. Syracuse, NY . 5788 Widewaters Pkwy Syracuse, NY 13214. Rome. Rome, NY . 1320 Floyd Ave Rome, NY 13440. Satellite Offices ... Contact Strategic … WebAlan Leist (CRD# 2641909) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has over 27 years of experience in the finance industry. Similar Advisors Rhianna M. Arcuri magic band flashing red
STRATEGIC FINANCIAL SERVICES, INC. :: New York (US) :: …
WebThe advisory team at Strategic Financial Services includes 33 advisor(s). The average advisor to account ratio is 1 advisor per 31 account, but advisors may work with a higher or lower number of accounts based on firm practices. Strategic Financial Services has their primary headquarters located at Utica, NY 13502. WebThe Strategic team has been recognized by Barron's magazine as one of the nation's Top 100 Financial Advisors three times (2004, 2005, 2006) and as one of the nation's Top 100 … WebStrategic Financial Services Firm's CRD Number: 109677 114 Business Park Drive, Utica, NY 13502 By the Numbers Total Assets Under Management 1,848 MILLIONS Total Number of Accounts 2,754 ACCOUNTS Average Account Value $671,051 Compensation Options A percentage of assets under your management Commissions Advisory Services Offered magic band fastener