Michael Panzer

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

• 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

• S65 Uniform Investment Adviser Law Examination
  2026-08-18

Other Names

• Mike Panzer