Best Investors Account Sign in
Inactive

Sarah A Owens

Strategic Financial Services

Utica, NY

Claim This Profile
Current Employers
Strategic Financial Services

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-12-26
  • NY RA
    APPROVED
    Since 2025-12-26

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
University Of Manchester And Timperley Altrincham Lacrosse Club Manchester 11/2024 04/2025
Access Federal Credit Union Clinton NY 05/2024 10/2024
Strategic Financial Services, Inc. Utica NY 05/2025 Present
Student Clinton NY 01/2015 05/2024
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-20
  • S65 Uniform Investment Adviser Law Examination
    2025-12-20
Other Names
  • Sarah Owens

View on SEC IAPD

Other Firms

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

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor