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David S Lemire

Strategic Financial Services

Utica, NY

CRD 4968601

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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
NY RA APPROVED 2021-11-10
  • NY RA
    APPROVED
    Since 2021-11-10

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
Strategic Financial Services Utica NY 09/2011 Present
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

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

Nearby Investors

DOUGLAS SCOTT WALTERS
Francesca Mae Asher
Kyle J Dempster

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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