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Tobias C Jeralds

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 2026-08-06
  • NY RA
    APPROVED
    Since 2026-08-06

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, Inc. Utica NY 06/2026 Present
Utica University Utica NY 08/2022 05/2026
Irish Trucking Lee MA 07/2020 01/2024
Student Chatham NY 01/2016 06/2022
  • 06/2026 → Present
    Strategic Financial Services, Inc.
    Utica, NY
  • 08/2022 → 05/2026
    Utica University
    Utica, NY
  • 07/2020 → 01/2024
    Irish Trucking
    Lee, MA
  • 01/2016 → 06/2022
    Student
    Chatham, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-06
  • S65 Uniform Investment Adviser Law Examination
    2026-08-06

View on SEC IAPD

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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
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COMMONWEALTH FINANCIAL NETWORK · New Hartford, NY
MML INVESTORS SERVICES, LLC · New Hartford, NY

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