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Emma Uvanni

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 2025-11-21
  • NY RA
    APPROVED
    Since 2025-11-21

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 04/2025 Present
Dk Griffith & Co/Lifemark Securities Corp. Utica NY 03/2024 04/2025
Dimmick Group Peterbilt Utica NY 01/2023 03/2024
Utica General Truck Co Utica NY 03/2019 01/2023
Mohawk Valley Community College Utica NY 01/2018 06/2020
Ymca Of Greater Rochester Camp Gorham Eagle Bay NY 06/2016 09/2016
Woods Valley Ski Area Westernville NY 10/2015 10/2020
  • 04/2025 → Present
    Strategic Financial Services, Inc.
    Utica, NY
  • 03/2024 → 04/2025
    Dk Griffith & Co/Lifemark Securities Corp.
    Utica, NY
  • 01/2023 → 03/2024
    Dimmick Group Peterbilt
    Utica, NY
  • 03/2019 → 01/2023
    Utica General Truck Co
    Utica, NY
  • 01/2018 → 06/2020
    Mohawk Valley Community College
    Utica, NY
  • 06/2016 → 09/2016
    Ymca Of Greater Rochester Camp Gorham
    Eagle Bay, NY
  • 10/2015 → 10/2020
    Woods Valley Ski Area
    Westernville, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-08
  • S65 Uniform Investment Adviser Law Examination
    2025-11-08

View on SEC IAPD

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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
Shannon M Cool
JUDITH VICKS-SWEET
LAURA ELLEN POWERS

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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