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Benjamin D Petell

Strategic Financial Services

Utica, NY

Rome, NY

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Current Employers
Strategic Financial Services

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-11-22
  • NY RA
    APPROVED
    Since 2024-11-22

Branch Locations

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

1320 Floyd Avenue, Rome, NY 13440 • 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
Cedar Lake Country Club Clayville NY 05/2017 09/2021
Oak Hill Country Club Rochester NY 09/2021 11/2022
Daniel T. Dreimiller, Cpa. New Hartford NY 02/2022 05/2023
Student New Hartford NY 09/2006 06/2019
Strategic Financial Services Utica NY 06/2023 Present
St. John Fisher University East Rochester NY 08/2019 05/2023
  • 05/2017 → 09/2021
    Cedar Lake Country Club
    Clayville, NY
  • 09/2021 → 11/2022
    Oak Hill Country Club
    Rochester, NY
  • 02/2022 → 05/2023
    Daniel T. Dreimiller, Cpa.
    New Hartford, NY
  • 09/2006 → 06/2019
    Student
    New Hartford, NY
  • 06/2023 → Present
    Strategic Financial Services
    Utica, NY
  • 08/2019 → 05/2023
    St. John Fisher University
    East Rochester, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-04
  • S65 Uniform Investment Adviser Law Examination
    2024-11-04

View on SEC IAPD

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OSAIC WEALTH, INC.
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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ROBERT W. BAIRD & CO. INCORPORATED
COMMONWEALTH FINANCIAL NETWORK
MML INVESTORS SERVICES, LLC

Other Investors

DAVID S LEMIRE
DOUGLAS SCOTT WALTERS
Francesca Mae Asher
Kyle J Dempster
Nicholas A Accordino
Emma Uvanni
Shannon M Cool
JUDITH VICKS-SWEET

Other Offices

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · UTICA, NY
PARADIGM CONSULTING, INC. · UTICA, NY
OSAIC WEALTH, INC. · UTICA, NY
MORGAN STANLEY · Utica, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · UTICA, NY
ROBERT W. BAIRD & CO. INCORPORATED · New Hartford, NY
COMMONWEALTH FINANCIAL NETWORK · New Hartford, NY
MML INVESTORS SERVICES, LLC · New Hartford, NY

More in Utica, NY

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