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Cody Carnaya

Strategic Financial Services

Utica, NY

CRD 7274752

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Employer firm

Strategic Financial Services CRD 109677

$2.81B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Financial Services

114 Business Park Drive, Utica, NY 13502 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-09
NY RA APPROVED 2022-04-29
  • TX RA
    APPROVED
    Since 2026-07-09
  • NY RA
    APPROVED
    Since 2022-04-29

Branch Locations

114 Business Park Drive, Utica, NY 13502 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wegmans Food Markets Fayetteville NY 10/2013 07/2020
Central New York Research Corporation Syracuse NY 04/2012 09/2018
Equitable Advisors, Llc New York NY 07/2020 10/2020
Strategic Financial Services Utica NY 10/2020 Present
  • 10/2013 → 07/2020
    Wegmans Food Markets
    Fayetteville, NY
  • 04/2012 → 09/2018
    Central New York Research Corporation
    Syracuse, NY
  • 07/2020 → 10/2020
    Equitable Advisors, Llc
    New York, NY
  • 10/2020 → Present
    Strategic Financial Services
    Utica, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-12
  • S66 Uniform Combined State Law Examination
    2020-09-12
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PARADIGM CONSULTING, INC.
OSAIC WEALTH, INC.

Nearby Investors

DAVID S LEMIRE
DOUGLAS SCOTT WALTERS
Francesca Mae Asher

Nearby Offices

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · UTICA, NY
PARADIGM CONSULTING, INC. · UTICA, NY
OSAIC WEALTH, INC. · UTICA, NY

More in Utica, NY

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