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114 Business Park Drive, Utica, NY 13502 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-23 |
| TX | RA | APPROVED | 2020-09-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Financial Services, Inc. | Utica | NY | 11/2012 | Present |
01/01/2024-Present: Community Foundation - Oneida Herkimer Counties- 2608 Genesee St, Utica, NY 13502 - Serves as Investment Advisory Group Member. Provide independent volunteer oversight of the Community. Foundation Portfolio. Approximately 1-5 hours devoted a month. 6/1/2024-PResent: Excellus BCBS - CNY Region - 12 Rhoads Dr #1, Utica, NY 13502 - Serves on Regional Advisory Board - Duties are to serve as an advisor to Excellus BCBS as an employer and a finance expert. Approximately 1-5 hours devoted a month.
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