Sarah A Owens

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2024 → 04/2025
  University Of Manchester And Timperley Altrincham Lacrosse Club
  Manchester
• 05/2024 → 10/2024
  Access Federal Credit Union
  Clinton, NY
• 05/2025 → Present
  Strategic Financial Services, Inc.
  Utica, NY
• 01/2015 → 05/2024
  Student
  Clinton, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-20

Other Names

• Sarah Owens