# ADVISOR FINANCIAL SERVICES, INC.

ADVISOR FINANCIAL SERVICES, INC. of CHATHAM, NY is an SEC-registered investment adviser.

## Registration

- CRD: 118537
- Type: SEC-registered investment adviser
- SEC file number: 801-113326
- Location: 1 TACONIC PL, CHATHAM, NY, 12037
- Phone: 518-392-3400
- Latest filing: 2026-08-03
- Regulatory AUM: $62.6M
- Discretionary AUM: $62.6M
- Clients: 2
- Accounts: 435

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities, Corporations

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| David Carl Luck | CCO | — |
| LUCK DAVID CARL | CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/118537/brochure
- Similar advisers: https://search.stillhousedata.com/firm/118537/similar
- Related entities: https://search.stillhousedata.com/firm/118537/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/118537

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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.