# STRATEGIC FINANCIAL SERVICES, INC.

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

## Registration

- CRD: 124662
- Type: SEC-registered investment adviser
- SEC file number: 801-61930
- Location: 114 BUSINESS PARK DRIVE, UTICA, NY, 13502
- Phone: 315-735-7553
- Latest filing: 2011-09-08
- Clients: 11

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| [Martin Roberts](https://search.stillhousedata.com/person/304917) | CHIEF COMPLIANCE OFFICER | SEATTLE, WA |
| [LEIST ALAN REMY](https://search.stillhousedata.com/person/732289) | CHAIRMAN OF THE BOARD/OWNER; PRINCIPAL | — |
| [BURNS ANDREW CONOVER](https://search.stillhousedata.com/person/732290) | OWNER | — |
| [VICKS SWEET JUDITH](https://search.stillhousedata.com/person/732291) | OWNER | — |
| [MCCARTNEY SCOTT CLYDE](https://search.stillhousedata.com/person/732292) | CIO | — |
| [KOWALCZYK BRADLEY MICHAEL](https://search.stillhousedata.com/person/732416) | OWNER; OWNER / PRESIDENT; PRESIDENT | — |
| [WILLIAMS BRUCE JOHN](https://search.stillhousedata.com/person/736197) | CHIEF COMPLIANCE OFFICER | — |
| [GEORGE SCOTT ALAN](https://search.stillhousedata.com/person/762405) | PRESIDENT; PRESIDENT/OWNER | — |
| [SWEET JUDITH VICKS](https://search.stillhousedata.com/person/772819) | OWNER/CHIEF COMPLIANCE OFFICER; PRINCIPAL | — |
| [MOSHIER MARTIN E](https://search.stillhousedata.com/person/772820) | PRINCIPAL | — |
| [CLARK JOHN J](https://search.stillhousedata.com/person/778632) | PORTFOLIO MANAGER | — |
| [SWEET-VICKS JUDITH](https://search.stillhousedata.com/person/778633) | OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/124662/brochure
- Similar advisers: https://search.stillhousedata.com/firm/124662/similar
- Related entities: https://search.stillhousedata.com/firm/124662/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/124662

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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.