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Michael Panzer

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 2026-08-18
  • NY RA
    APPROVED
    Since 2026-08-18

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 05/2026 Present
Mid Atlantic Capital Group/Americantcs/American Trust Pittsburgh PA 07/2023 05/2026
Community Bank Na/Benefit Plans Administrative Services, Inc Utica NY 06/2017 07/2023
Puma Accounting Rome NY 01/2015 05/2017
  • 05/2026 → Present
    Strategic Financial Services
    Utica, NY
  • 07/2023 → 05/2026
    Mid Atlantic Capital Group/Americantcs/American Trust
    Pittsburgh, PA
  • 06/2017 → 07/2023
    Community Bank Na/Benefit Plans Administrative Services, Inc
    Utica, NY
  • 01/2015 → 05/2017
    Puma Accounting
    Rome, NY
Other Businesses

Michael C Panzer Not investment related 1816 Blandina Street Utica NY 13501 Accounting/bookkeeping Accountant Start Date: Hours per month: 1-5 Hours per month during securities trading hours: 0 Quickbooks Financial Statements, Accounts Payable, Sales Tax, Monthly Reconciliations Start Date: 1/26/2026

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-18
  • S65 Uniform Investment Adviser Law Examination
    2026-08-18
Other Names
  • Mike Panzer

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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