Gregory Allen Mattacola

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

• 01/2018 → Present
  Strategic Financial Services
  Utica, NY
• 03/2016 → 12/2017
  Hancock Estabrook, Llp
  Syracuse, NY

Other Businesses

Town of Westmoreland- Westmoreland, NY - Legal Consulting - Providing Legal Advice, 6-10 non-business hours devoted and 1-5 business hours devoted a month. Non-Investment Related. OBA Started in 2005. 10/1/2023-Present - Danelli Partners, 410 Canal Place Little Falls, NY - Adjunct Lecturer - Guest lecture as an adjunct on various topics such as conflict resolution, time management, stress management, privacy in the workplace, etc. Non-Investment related.

Designations

• Certified Financial Planner