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Matthew Taylor Johnson

Strategic Financial Services

Utica, 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 2025-01-17
  • NY RA
    APPROVED
    Since 2025-01-17

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
Equitable Advisors, Llc New York NY 07/2022 10/2022
Cash Rochester Rochester NY 01/2022 04/2022
Fed Ex Farmington NY 05/2021 09/2021
Fed Ex Farmington NY 05/2020 01/2021
Nazareth College Rochester NY 08/2018 06/2022
Canandaigua Acadamy Canandaigua NY 09/2014 07/2018
Finger Lakes Community College Canandaigua NY 10/2022 06/2023
Cadaret Grant & Co., Inc. Syracuse NY 06/2023 11/2024
Grove Point Investments, Llc Rockville MD 03/2024 11/2024
Strategic Financial Services, Inc. Utica NY 11/2024 Present
  • 07/2022 → 10/2022
    Equitable Advisors, Llc
    New York, NY
  • 01/2022 → 04/2022
    Cash Rochester
    Rochester, NY
  • 05/2021 → 09/2021
    Fed Ex
    Farmington, NY
  • 05/2020 → 01/2021
    Fed Ex
    Farmington, NY
  • 08/2018 → 06/2022
    Nazareth College
    Rochester, NY
  • 09/2014 → 07/2018
    Canandaigua Acadamy
    Canandaigua, NY
  • 10/2022 → 06/2023
    Finger Lakes Community College
    Canandaigua, NY
  • 06/2023 → 11/2024
    Cadaret Grant & Co., Inc.
    Syracuse, NY
  • 03/2024 → 11/2024
    Grove Point Investments, Llc
    Rockville, MD
  • 11/2024 → Present
    Strategic Financial Services, Inc.
    Utica, NY
Previous Registrations
  • 2023-06-05 → 2024-11-25
    Cadaret, Grant & Co., Inc.
    Syracuse, NY
  • 2022-10-14 → 2022-12-20
    Equitable Advisors, Llc
    Rochester, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-12
  • S66 Uniform Combined State Law Examination
    2022-10-12
Other Names
  • Matthew Johnson
  • Matthew T Johnson

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

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