# STRATEGIC FINANCIAL SERVICES, INC.

STRATEGIC FINANCIAL SERVICES, INC. of UTICA, NY is an SEC-registered investment adviser.

## Registration

- CRD: 105909
- Type: SEC-registered investment adviser
- SEC file number: 801-21192
- Location: 114 BUSINESS PARK DRIVE, UTICA, NY, 13502
- Phone: 315-735-7553
- Latest filing: 2011-09-08
- Clients: 11

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Martin Roberts | CHIEF COMPLIANCE OFFICER | SEATTLE, WA |
| LEIST ALAN REMY | CHIEF EXECUTIVE OFFICER; PRINCIPAL | — |
| MCCARTNEY SCOTT CLYDE | CIO | — |
| KOWALCZYK BRADLEY MICHAEL | CHIEF COMPLIANCE OFFICER  AND PRESIDENT; PRESIDENT; PRESIDENT/SECRETARY (+1 more) | — |
| WILLIAMS BRUCE JOHN | CHIEF COMPLIANCE OFFICER | — |
| SWEET JUDITH VICKS | CFO; CHIEF COMPLIANCE OFFICER | — |
| MOSHIER MARTIN E | PRINCIPAL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105909/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105909/similar
- Related entities: https://search.stillhousedata.com/firm/105909/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105909

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.