STRATEGIC FINANCIAL SERVICES, INC. of UTICA, NY is an SEC-registered investment adviser (CRD 109677). Regulatory assets under management: $2.8B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Aaron R Evans | SENIOR ADVISOR | — |
| Alan Remy Leist | CEO; TRUSTEE | — |
| Kasey John Williams | CHIEF COMPLIANCE OFFICER | — |
| Douglas Scott Walters | CHIEF INVESTMENT OFFICER | — |
| LEIST ALAN REMY | CEO; CHIEF COMPLIANCE OFFICER; CHIEF INVESTMENT OFFICER (+2 more) | — |
| BURNS ANDREW CONOVER | PRESIDENT; PRESIDENT/CHIEF INVESTMENT OFFICER | — |
| VICKS SWEET JUDITH | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER/CCO; CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | — |
| MCCARTNEY SCOTT CLYDE | CHIEF OPERATING OFFICER; PRESIDENT/CHIEF INVESTMENT OFFICER | — |
| KOWALCZYK BRADLEY MICHAEL | PRINCIPAL | — |
| WILLIAMS BRUCE JOHN | CHIEF COMPLIANCE OFFICER | — |
| MCCARTNEY SCOTT C | CHIEF OPERATING OFFICER | — |
| LEMIRE DAVID S | MANAGING DIRECTOR | — |
| SWEET JUDITH VICKS | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| MOSHIER MARTIN E | PRINCIPAL | — |
| CLARK JOHN J | SENIOR PORTFOLIO MANAGER | — |
| SWEET-VICKS JUDITH | CHIEF FINANCIAL OFFICER; CHIEF INVESTMENT OFFICER | — |
| EVANS DEREK R | SENIOR ADVISOR | — |
| STEWART JOHN M | DIRECTOR OF INFORMATION TECHNOLOGY | — |
| BUCZKOWSKI IRIS LEE | MANAGING DIRECTOR | — |
| HAILSTON LAURA ELLEN | MANAGING DIRECTOR | — |
| MEININGER NANCY COLLEEN | MANAGING DIRECTOR | — |
| POWERS LAURA ELLEN | MANAGING DIRECTOR | — |
| WALTERS DOUGLAS SCOTT | CHIEF INVESTMENT OFFICER | — |
| VICKS-SWEET JUDITH | PRESIDENT | — |
| City | State | Employees | Phone |
|---|---|---|---|
| SYRACUSE | NY | 8 | (800) 937-4461 |
| SYRACUSE | NY | 8 | (800) 937-4461 |
| ROME | NY | 3 | 3157241776 |
| ROME | NY | 3 | 3157241776 |
| LITTLE FALLS | NY | 2 | 3157241776 |
| LITTLE FALLS | NY | 2 | 3157241776 |
| WEST PALM BEACH | FL | 1 | 3157241776 |
| WEST PALM BEACH | FL | 1 | 3157241776 |
| ROCHESTER | NY | 1 | 315724176 |
| ROCHESTER | NY | 1 | 315724176 |