# ADVANCED GROUP FINANCIAL SERVICES, LLC

ADVANCED GROUP FINANCIAL SERVICES, LLC of UTICA, NY is an SEC-registered investment adviser.

## Registration

- CRD: 151451
- Type: SEC-registered investment adviser
- SEC file number: 801-109956
- Location: 2508 GENESEE STREET, UTICA, NY, 13502
- Phone: 315-733-1010
- Latest filing: 2021-03-26
- Regulatory AUM: $27.7M
- Discretionary AUM: $27.7M
- Clients: 2
- Accounts: 148

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| CARPENTER RICHARD KEVIN | MEMBER | — |
| WATKINS ROBERT KENNETH | CHIEF COMPLIANCE OFFICER MEMBER; CHIEF COMPLIANCE OFFICER / MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/151451/brochure
- Similar advisers: https://search.stillhousedata.com/firm/151451/similar
- Related entities: https://search.stillhousedata.com/firm/151451/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/151451

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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.