STRATEGIC FINANCIAL SERVICES

STRATEGIC FINANCIAL SERVICES, INC.

CRD 109677 · SEC 801-33774

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114 BUSINESS PARK DRIVE, UTICA, NY, 13502, United States

Phone

(315)724-1776

Fax

(315)735-7739

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.81B

Discretionary AUM

$2.66B

Team

39 total employees; 26 advisory reps

Clients

More than 500

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-03-26

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars

Client types

Type	Clients	AUM
Individuals	715	$226.8M
High net worth individuals	501	$1.75B
Pension/profit sharing plans	80	$559.3M
Charitable organizations	7	$56.2M
Corporations/business entities	33	$215.4M

States served

VT, AZ, CA, CO, GA, IL, LA, MD, MA, NJ, NY, NC, OH, PA, RI, SC, VA, WA, TX, NH, CT, FL

All web addresses on file

HTTPS://WWW.LINKEDIN.COM/COMPANY/STRATEGIC-FINANCIAL-SERVICES/
HTTPS://WWW.FACEBOOK.COM/INVESTSFS
https://www.instagram.com/strategicfinancialutica
HTTP://INVESTSTRATEGIC.COM/
https://www.youtube.com/@DesignYourGreatLife
https://vimeo.com/sfsvideos
https://x.com/sfslifebydesign

Official SEC filing: View on IAPD