Strategic Financial Services
Utica, NY·SEC-registered · CRD #109677
Strategic Financial Services is an SEC-registered investment advisory firm in Utica, NY managing $2.8B across 3.6k client accounts, with 26 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.8B
Client accounts
3.6k
Advisory staff
26
Fee model
Fee-based
How Strategic Financial Services is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Strategic Financial Services
How much does Strategic Financial Services manage?
Per its most recent SEC Form ADV filing (03/26/2026), Strategic Financial Services reports $2.8B in regulatory assets under management across roughly 3.6k client accounts.
How does Strategic Financial Services charge?
Strategic Financial Services is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Strategic Financial Services a fiduciary?
Yes. Strategic Financial Services is registered with the U.S. Securities and Exchange Commission (CRD #109677), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Strategic Financial Services taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Strategic Financial Services and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Strategic Financial Services's public SEC Form ADV filing (CRD #109677, filed 03/26/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Strategic Financial Services. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Strategic Financial Services? Claim this profile.